1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $25.9B → $26.5B (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$907M
Puts
$455M
Net Calls
Net Calls Change

Top Buyers

1 +$263M
2 +$167M
3 +$127M
4
Jennison Associates
Jennison Associates
New York
+$66.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
226
Sumitomo Mitsui Trust Group
Japan
$5.32M
NAMA
227
Nikko Asset Management Americas
New York
$5.31M
RCM
228
Regency Capital Management
Hawaii
$5.31M
Citigroup
229
Citigroup
New York
$5.31M
WA
230
Waverly Advisors
Alabama
$5.29M
FMI
231
Factory Mutual Insurance
Massachusetts
$5.23M
LNWTC
232
Laird Norton Wetherby Trust Company
Washington
$5.2M
FM
233
Family Management
New York
$5.18M
RA
234
Royce & Associates
New York
$5.14M
PAI
235
Pittenger & Anderson Inc
Nebraska
$5.08M
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$5.03M
AG
237
Advocate Group
Minnesota
$4.91M
KB
238
Kimelman & Baird
New York
$4.86M
PAS
239
Park Avenue Securities
New York
$4.83M
EWA
240
Exencial Wealth Advisors
Oklahoma
$4.82M
WAM
241
Weatherly Asset Management
California
$4.8M
ATPW
242
Ashton Thomas Private Wealth
Arizona
$4.79M
ITC
243
Inspire Trust Company
Nevada
$4.78M
QC
244
Quadrature Capital
United Kingdom
$4.76M
ONB
245
Old National Bancorp
Indiana
$4.74M
YIA
246
YHB Investment Advisors
Connecticut
$4.69M
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$4.65M
Blackstone Inc
248
Blackstone Inc
New York
$4.63M
ACIM
249
Azimuth Capital Investment Management
Michigan
$4.53M
William Blair & Company
250
William Blair & Company
Illinois
$4.51M