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
CI
401
Cherokee Insurance
Michigan
$1.82M
BPA
402
Beacon Pointe Advisors
California
$1.81M
HAG
403
HighPoint Advisor Group
Illinois
$1.8M
BG
404
Bollard Group
Massachusetts
$1.8M
WFI
405
West Family Investments
California
$1.78M
PF
406
Phoenix Financial
Israel
$1.77M
IAS
407
Insigneo Advisory Services
Florida
$1.77M
MFIM
408
Mesirow Financial Investment Management
Illinois
$1.76M
SWM
409
SeaCrest Wealth Management
New York
$1.76M
MA
410
Montag & Associates
Georgia
$1.76M
HR
411
Howe & Rusling
New York
$1.75M
CCM
412
Cohen Capital Management
California
$1.73M
RFG
413
Range Financial Group
Oregon
$1.72M
GFG
414
Greystone Financial Group
Michigan
$1.72M
WA
415
Waverly Advisors
Alabama
$1.72M
PCG
416
Prosperity Consulting Group
Maryland
$1.72M
HCMT
417
Highland Capital Management (Tennessee)
Tennessee
$1.72M
SRC
418
Shufro Rose & Co
New York
$1.71M
Macquarie Group
419
Macquarie Group
Australia
$1.7M
RBWA
420
RFG - Bristol Wealth Advisors
Massachusetts
$1.69M
RWP
421
RWA Wealth Partners
Massachusetts
$1.69M
PNC
422
Park National Corp
Ohio
$1.68M
GCC
423
Game Creek Capital
Massachusetts
$1.66M
AWE
424
Avidian Wealth Enterprises
Texas
$1.66M
FM
425
Foster & Motley
Ohio
$1.66M