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
GWAG
426
Garrett Wealth Advisory Group
Texas
$1.62M
BTI
427
Blue Trust Inc
Georgia
$1.61M
CCA
428
Checchi Capital Advisers
California
$1.61M
RhumbLine Advisers
429
RhumbLine Advisers
Massachusetts
$1.61M
EM
430
Excalibur Management
Massachusetts
$1.59M
SIG
431
Stonegate Investment Group
Alabama
$1.59M
SB
432
SIG Brokerage
New York
$1.58M
PCIA
433
Prime Capital Investment Advisors
Kansas
$1.58M
HH
434
Hilltop Holdings
Texas
$1.57M
Allspring Global Investments
435
Allspring Global Investments
North Carolina
$1.56M
HA
436
Herold Advisors
New York
$1.56M
SI
437
SCP Investment
California
$1.56M
CAS
438
Coppell Advisory Solutions
Texas
$1.55M
VFA
439
Valeo Financial Advisors
Indiana
$1.54M
LBC
440
Lowe Brockenbrough & Co
Virginia
$1.52M
PI
441
PFG Investments
New York
$1.52M
CA
442
Clearstead Advisors
Ohio
$1.52M
ST
443
Sentinel Trust
Texas
$1.5M
AGWCA
444
Annis Gardner Whiting Capital Advisors
Florida
$1.5M
OPA
445
Old Port Advisors
Maine
$1.49M
GAG
446
GM Advisory Group
New York
$1.48M
SC
447
Savant Capital
Illinois
$1.47M
CPC
448
Cookson Peirce & Co
Pennsylvania
$1.46M
RSC
449
Red Spruce Capital
Pennsylvania
$1.45M
BIA
450
Barry Investment Advisors
Massachusetts
$1.45M