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
GT
501
Glenview Trust
Kentucky
$1.17M
WIA
502
World Investment Advisors
California
$1.16M
SWP
503
Sagespring Wealth Partners
Tennessee
$1.16M
TSW
504
Thompson Siegel & Walmsley
Virginia
$1.15M
MIP
505
Marietta Investment Partners
Wisconsin
$1.14M
PL
506
Perpetual Ltd
Australia
$1.13M
PA
507
Parallel Advisors
California
$1.13M
RB
508
Rodgers Brothers
Pennsylvania
$1.13M
MAM
509
Madison Asset Management
Wisconsin
$1.11M
LFA
510
Legacy Financial Advisors
Kentucky
$1.11M
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$1.1M
JFL
512
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.09M
SCM
513
SOL Capital Management
Maryland
$1.09M
TYCC
514
Texas Yale Capital Corp
Florida
$1.08M
BP
515
Ballentine Partners
Massachusetts
$1.08M
CL
516
COWA LLC
Oklahoma
$1.08M
HP
517
Hartree Partners
New York
$1.07M
FHA
518
Flagship Harbor Advisors
Massachusetts
$1.07M
CCM
519
Coldstream Capital Management
Washington
$1.07M
SWM
520
Sendero Wealth Management
Texas
$1.07M
SS
521
Sunbelt Securities
Texas
$1.06M
Luther King Capital Management (LKCM)
522
Luther King Capital Management (LKCM)
Texas
$1.06M
CA
523
Crewe Advisors
Utah
$1.06M
SM
524
Sweeney & Michel
California
$1.06M
AFW
525
Avantra Family Wealth
Pennsylvania
$1.06M