1,384 hedge funds and large institutions have $25.9B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 494 increasing their positions, 494 reducing their positions, and 86 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 funds holding

Funds holding:

0.34% less ownership

Funds ownership: 12.73%12.39% (-0.34%)

5% less capital invested

Capital invested by funds: $27.2B → $25.9B (-$1.28B)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,384
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
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$2.63M
VT
327
Vise Technologies
New York
$2.63M
QIM
328
Quest Investment Management
Oregon
$2.61M
CA
329
Continental Advisors
Utah
$2.61M
LIA
330
Limestone Investment Advisors
New York
$2.58M
KPWS
331
Kestra Private Wealth Services
Texas
$2.56M
FWM
332
Forefront Wealth Management
Pennsylvania
$2.54M
BIG
333
Brooklyn Investment Group
New York
$2.54M
FMI
334
Factory Mutual Insurance
Massachusetts
$2.52M
AAM
335
Advisors Asset Management
Colorado
$2.51M
NCM
336
Nelson Capital Management
California
$2.51M
OWP
337
Obermeyer Wealth Partners
Colorado
$2.48M
GLR
338
Great Lakes Retirement
Ohio
$2.48M
DAS
339
DMKC Advisory Services
Iowa
$2.46M
FFM
340
Forum Financial Management
Illinois
$2.45M
MCM
341
Mill Capital Management
North Carolina
$2.45M
SWGC
342
Summit Wealth Group (Colorado)
Colorado
$2.41M
SPIA
343
Steward Partners Investment Advisory
New York
$2.37M
RG
344
Rathbones Group
United Kingdom
$2.35M
BP
345
BBR Partners
New York
$2.35M
AW
346
Apricus Wealth
South Carolina
$2.35M
IAA
347
Independent Advisor Alliance
North Carolina
$2.35M
P
348
Pitcairn
Pennsylvania
$2.34M
SC
349
Sierra Capital
Florida
$2.31M
4WM
350
44 Wealth Management
Oregon
$2.31M