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
MFIM
401
Mesirow Financial Investment Management
Illinois
$1.76M
SWM
402
SeaCrest Wealth Management
New York
$1.76M
MA
403
Montag & Associates
Georgia
$1.76M
HR
404
Howe & Rusling
New York
$1.75M
CCM
405
Cohen Capital Management
California
$1.73M
RFG
406
Range Financial Group
Oregon
$1.72M
GFG
407
Greystone Financial Group
Michigan
$1.72M
WA
408
Waverly Advisors
Alabama
$1.72M
PCG
409
Prosperity Consulting Group
Maryland
$1.72M
HCMT
410
Highland Capital Management (Tennessee)
Tennessee
$1.72M
SRC
411
Shufro Rose & Co
New York
$1.71M
Macquarie Group
412
Macquarie Group
Australia
$1.7M
RBWA
413
RFG - Bristol Wealth Advisors
Massachusetts
$1.69M
RWP
414
RWA Wealth Partners
Massachusetts
$1.69M
PNC
415
Park National Corp
Ohio
$1.68M
GCC
416
Game Creek Capital
Massachusetts
$1.66M
AWE
417
Avidian Wealth Enterprises
Texas
$1.66M
FM
418
Foster & Motley
Ohio
$1.66M
BMA
419
Brooks Moore & Associates
Tennessee
$1.66M
HCM
420
Howard Capital Management
Georgia
$1.64M
MWM
421
Mission Wealth Management
California
$1.64M
BEAM
422
Baker Ellis Asset Management
Washington
$1.63M
WSCM
423
Wellington Shields Capital Management
New York
$1.63M
HNB
424
Hilltop National Bank
Wyoming
$1.63M
GVAG
425
Great Valley Advisor Group
Delaware
$1.63M