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
WANY
501
Wealthspire Advisors (New York)
New York
$1.18M
LSV Asset Management
502
LSV Asset Management
Illinois
$1.18M
AAM
503
Auxier Asset Management
Oregon
$1.18M
NHC
504
Nicholas Hoffman & Company
Georgia
$1.17M
AF
505
Apexium Financial
Texas
$1.17M
KWM
506
Kingsview Wealth Management
Oregon
$1.17M
GT
507
Glenview Trust
Kentucky
$1.17M
WIA
508
World Investment Advisors
California
$1.16M
SWP
509
Sagespring Wealth Partners
Tennessee
$1.16M
TSW
510
Thompson Siegel & Walmsley
Virginia
$1.15M
MIP
511
Marietta Investment Partners
Wisconsin
$1.14M
PL
512
Perpetual Ltd
Australia
$1.13M
PA
513
Parallel Advisors
California
$1.13M
RB
514
Rodgers Brothers
Pennsylvania
$1.13M
MAM
515
Madison Asset Management
Wisconsin
$1.11M
LFA
516
Legacy Financial Advisors
Kentucky
$1.11M
Kovitz Investment Group Partners
517
Kovitz Investment Group Partners
Illinois
$1.1M
JFL
518
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.09M
SCM
519
SOL Capital Management
Maryland
$1.09M
TYCC
520
Texas Yale Capital Corp
Florida
$1.08M
BP
521
Ballentine Partners
Massachusetts
$1.08M
CL
522
COWA LLC
Oklahoma
$1.08M
HP
523
Hartree Partners
New York
$1.07M
FHA
524
Flagship Harbor Advisors
Massachusetts
$1.07M
CCM
525
Coldstream Capital Management
Washington
$1.07M