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
EARNEST Partners
376
EARNEST Partners
Georgia
$2M
BCM
377
BTC Capital Management
Iowa
$2M
WSFS
378
Wilmington Savings Fund Society
Delaware
$1.96M
PFM
379
Potomac Fund Management
Florida
$1.94M
FA
380
Fiduciary Alliance
South Carolina
$1.93M
AWAG
381
ARS Wealth Advisors Group
Florida
$1.93M
TNBTD
382
Trustmark National Bank Trust Department
Mississippi
$1.89M
Two Sigma Investments
383
Two Sigma Investments
New York
$1.89M
RC
384
Reik & Co
New York
$1.88M
AA
385
Altman Advisors
Illinois
$1.88M
WPC
386
Waters Parkerson & Co
Louisiana
$1.87M
WB
387
WesBanco Bank
West Virginia
$1.86M
OWA
388
Octavia Wealth Advisors
Ohio
$1.86M
LFAS
389
Level Four Advisory Services
Texas
$1.86M
UCFA
390
United Capital Financial Advisors
Texas
$1.85M
SWP
391
Stratos Wealth Partners
Ohio
$1.84M
AWM
392
Absher Wealth Management
North Carolina
$1.83M
BO
393
Bank OZK
Arkansas
$1.83M
CI
394
Cherokee Insurance
Michigan
$1.82M
BPA
395
Beacon Pointe Advisors
California
$1.81M
HAG
396
HighPoint Advisor Group
Illinois
$1.8M
BG
397
Bollard Group
Massachusetts
$1.8M
WFI
398
West Family Investments
California
$1.78M
PF
399
Phoenix Financial
Israel
$1.77M
IAS
400
Insigneo Advisory Services
Florida
$1.77M