1,360 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 485 increasing their positions, 484 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

1% less funds holding

Funds holding: 1,3741,360 (-14)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
326
Limestone Investment Advisors
New York
$2.58M
KPWS
327
Kestra Private Wealth Services
Texas
$2.56M
FWM
328
Forefront Wealth Management
Pennsylvania
$2.54M
BIG
329
Brooklyn Investment Group
New York
$2.54M
FMI
330
Factory Mutual Insurance
Massachusetts
$2.52M
AAM
331
Advisors Asset Management
Colorado
$2.51M
NCM
332
Nelson Capital Management
California
$2.51M
OWP
333
Obermeyer Wealth Partners
Colorado
$2.48M
GLR
334
Great Lakes Retirement
Ohio
$2.48M
DAS
335
DMKC Advisory Services
Iowa
$2.46M
FFM
336
Forum Financial Management
Illinois
$2.45M
MCM
337
Mill Capital Management
North Carolina
$2.45M
SPIA
338
Steward Partners Investment Advisory
New York
$2.37M
RG
339
Rathbones Group
United Kingdom
$2.35M
BP
340
BBR Partners
New York
$2.35M
AW
341
Apricus Wealth
South Carolina
$2.35M
IAA
342
Independent Advisor Alliance
North Carolina
$2.35M
P
343
Pitcairn
Pennsylvania
$2.34M
SC
344
Sierra Capital
Florida
$2.31M
4WM
345
44 Wealth Management
Oregon
$2.31M
GA
346
GFS Advisors
Texas
$2.3M
GIO
347
Galilei Investment Office
United Kingdom
$2.29M
YCM
348
Yousif Capital Management
Michigan
$2.28M
KCM
349
Kanawha Capital Management
Virginia
$2.27M
I
350
InvesTrust
Oklahoma
$2.26M