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Shopify

1,725 hedge funds and large institutions have $99B invested in Shopify in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 675 increasing their positions, 616 reducing their positions, and 293 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $5.52B | Put options by funds: $3.46B

10% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 616

2.34% less ownership

Funds ownership: 70.26%67.92% (-2.3%)

8% less funds holding

Funds holding: 1,8841,725 (-159)

28% less capital invested

Capital invested by funds: $138B → $99B (-$39.3B)

34% less funds holding in top 10

Funds holding in top 10: 7147 (-24)

43% less first-time investments, than exits

New positions opened: 168 | Existing positions closed: 293

Holders
1,725
Holders Change
-159
Holders Change %
-8.44%
% of All Funds
21.22%
Holding in Top 10
47
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-33.8%
% of All Funds
0.58%
New
168
Increased
675
Reduced
616
Closed
293
Calls
$5.52B
Puts
$3.46B
Net Calls
+$2.06B
Net Calls Change
+$476M
Name Holding Trade Value Shares
Change
Change in
Stake
LB
2001
Legacy Bridge
Iowa
-$15.8K -98 Closed
FWA
2002
Flagship Wealth Advisors
Massachusetts
-$15K -93 Closed
FFO
2003
Fortitude Family Office
Arizona
-$13.2K -82 Closed
M
2004
MOTCO
Texas
-$11.4K -71 Closed
OC
2005
Optima Capital
Oregon
-$10.5K -65 Closed
RF
2006
Roxbury Financial
New Jersey
-$10.1K -63 Closed
EPG
2007
Estate Planners Group
Pennsylvania
-$9.66K -60 Closed
PCTC
2008
Perkins Coie Trust Company
Washington
-$8.05K -50 Closed
FS
2009
Financially Speaking
Colorado
-$7.08K -44 Closed
TH
2010
TCTC Holdings
Texas
-$6.76K -42 Closed
HIA
2011
HFM Investment Advisors
New Jersey
-$5.79K -36 Closed
FDW
2012
Fourth Dimension Wealth
Ohio
-$4.83K -30 Closed
RFA
2013
Reyes Financial Architecture
California
-$4.67K -29 Closed
LIA
2014
Luken Investment Analytics
Tennessee
-$4.02K -25 Closed
UCB
2015
United Community Bank
South Carolina
-$3.22K -20 Closed
BW
2016
Bravera Wealth
North Dakota
-$2.09K -13 Closed
AAG
2017
Accordant Advisory Group
Maryland
-$1.61K -10 Closed
GCS
2018
Gordian Capital (Singapore)
Singapore
-$1.61K -10 Closed
CFP
2019
Comprehensive Financial Planning
Pennsylvania
-$482 -3 Closed

SHOP Hedge Fund Activity: Q1 2026 in Review

1,725 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q1 2026, worth a combined $99B — down 28% from $138B a quarter earlier.

Sellers outnumbered buyers: 293 funds closed out of SHOP and 168 opened new positions — a net loss of 125 holders — while 616 trimmed existing stakes and 675 added.

The largest buyer was Capital International Investors, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $2.1B.

  • 1,725 institutional investors held Shopify (SHOP) as of Q1 2026, down from 1,884 in Q4 2025.
  • Funds reported $99B of Shopify stock for Q1 2026, down 28% quarter-over-quarter.
  • 168 funds opened new Shopify positions in Q1 2026 and 293 closed out, a net change of -125 holders.
  • The largest Shopify buyer in Q1 2026 was Capital International Investors, an estimated $1.54B added.
  • The largest Shopify seller in Q1 2026 was JP Morgan Chase, an estimated $2.1B sold.

Based on aggregated 13F filings for Q1 2026.