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
BMA
426
Brooks Moore & Associates
Tennessee
$1.68M
BTI
427
Blue Trust Inc
Georgia
$1.68M
OPA
428
Old Port Advisors
Maine
$1.67M
WSCM
429
Wellington Shields Capital Management
New York
$1.66M
BCM
430
BTC Capital Management
Iowa
$1.65M
BEAM
431
Baker Ellis Asset Management
Washington
$1.64M
PCIA
432
Prime Capital Investment Advisors
Kansas
$1.63M
EM
433
Excalibur Management
Massachusetts
$1.63M
RBWA
434
RFG - Bristol Wealth Advisors
Massachusetts
$1.63M
VFA
435
Valeo Financial Advisors
Indiana
$1.63M
CCA
436
Checchi Capital Advisers
California
$1.62M
GWAG
437
Garrett Wealth Advisory Group
Texas
$1.62M
WANY
438
Wealthspire Advisors (New York)
New York
$1.62M
HH
439
Hilltop Holdings
Texas
$1.61M
FM
440
Foster & Motley
Ohio
$1.61M
EPW
441
Evolve Private Wealth
California
$1.6M
HA
442
Herold Advisors
New York
$1.6M
AHL
443
Abel Hall LLC
Louisiana
$1.6M
MWM
444
Mission Wealth Management
California
$1.6M
HCMT
445
Highland Capital Management (Tennessee)
Tennessee
$1.59M
WIA
446
World Investment Advisors
California
$1.58M
SAM
447
Smartleaf Asset Management
Massachusetts
$1.57M
PI
448
PFG Investments
New York
$1.56M
AGWCA
449
Annis Gardner Whiting Capital Advisors
Florida
$1.56M
CAS
450
Coppell Advisory Solutions
Texas
$1.55M