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
KCM
351
Kanawha Capital Management
Virginia
$2.32M
FMI
352
F/M Investments
District of Columbia
$2.32M
SC
353
Stolper & Co
Oklahoma
$2.31M
CT
354
Caldwell Trust
Florida
$2.31M
BG
355
Bollard Group
Massachusetts
$2.3M
EWA
356
EP Wealth Advisors
California
$2.27M
SB
357
Simmons Bank
Arkansas
$2.27M
Squarepoint
358
Squarepoint
New York
$2.25M
SBH
359
Segall Bryant & Hamill
Illinois
$2.24M
CPM
360
Connective Portfolio Management
New York
$2.22M
SCA
361
Snowden Capital Advisors
New York
$2.22M
BC
362
Burney Company
Virginia
$2.21M
PWM
363
Perigon Wealth Management
California
$2.21M
CS
364
Cannell & Spears
New York
$2.2M
YCM
365
Yousif Capital Management
Michigan
$2.18M
DWM
366
Dynasty Wealth Management
Florida
$2.18M
AAM
367
Advisors Asset Management
Colorado
$2.17M
I
368
InvesTrust
Oklahoma
$2.16M
RCG
369
Regatta Capital Group
California
$2.16M
S
370
SimplyRich
California
$2.16M
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
$2.15M
SC
372
Sierra Capital
Florida
$2.15M
SC
373
Scotia Capital
Ontario, Canada
$2.13M
TNBTD
374
Trustmark National Bank Trust Department
Mississippi
$2.11M
AAP
375
Arax Advisory Partners
Colorado
$2.07M