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
PCG
401
Prosperity Consulting Group
Maryland
$1.85M
HAG
402
HighPoint Advisor Group
Illinois
$1.83M
PL
403
Perpetual Ltd
Australia
$1.81M
EARNEST Partners
404
EARNEST Partners
Georgia
$1.81M
SWP
405
Stratos Wealth Partners
Ohio
$1.81M
RC
406
Reik & Co
New York
$1.81M
RWP
407
RWA Wealth Partners
Massachusetts
$1.8M
PF
408
Phoenix Financial
Israel
$1.8M
AWA
409
Aaron Wealth Advisors
Illinois
$1.79M
PE
410
PCM Encore
Colorado
$1.79M
GFG
411
Greystone Financial Group
Michigan
$1.78M
CCM
412
Cohen Capital Management
California
$1.78M
GVAG
413
Great Valley Advisor Group
Delaware
$1.75M
CPC
414
Cookson Peirce & Co
Pennsylvania
$1.74M
HR
415
Howe & Rusling
New York
$1.74M
MA
416
Montag & Associates
Georgia
$1.73M
GRP
417
Global Retirement Partners
California
$1.73M
PNC
418
Park National Corp
Ohio
$1.72M
AWE
419
Avidian Wealth Enterprises
Texas
$1.7M
LWL
420
Leo Wealth LLC
Texas
$1.7M
MFG
421
Merit Financial Group
Georgia
$1.7M
CA
422
Clearstead Advisors
Ohio
$1.69M
GCC
423
Game Creek Capital
Massachusetts
$1.69M
TH
424
TCTC Holdings
Texas
$1.69M
HNB
425
Hilltop National Bank
Wyoming
$1.69M