1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 reducing their positions, and 72 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 (+$627M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,439
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
$910M
Puts
$463M
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
SGA
501
Strategic Global Advisors
California
$1.23M
Royal London Asset Management
502
Royal London Asset Management
United Kingdom
$1.23M
GT
503
Glenview Trust
Kentucky
$1.23M
HSBC Holdings
504
HSBC Holdings
United Kingdom
$1.22M
LSV Asset Management
505
LSV Asset Management
Illinois
$1.21M
SM
506
Sweeney & Michel
California
$1.21M
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
$1.21M
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.2M
SWP
509
Sagespring Wealth Partners
Tennessee
$1.19M
QI
510
Qtron Investments
Massachusetts
$1.19M
AAM
511
Auxier Asset Management
Oregon
$1.19M
NHC
512
Nicholas Hoffman & Company
Georgia
$1.19M
TSW
513
Thompson Siegel & Walmsley
Virginia
$1.18M
CCM
514
Coldstream Capital Management
Washington
$1.18M
MIP
515
Marietta Investment Partners
Wisconsin
$1.17M
AG
516
ASO Group
$1.17M
PA
517
Parallel Advisors
California
$1.15M
PA
518
Profund Advisors
Maryland
$1.13M
AWM
519
AE Wealth Management
Kansas
$1.12M
PC
520
Permanens Capital
New York
$1.12M
AFW
521
Avantra Family Wealth
Pennsylvania
$1.11M
TYCC
522
Texas Yale Capital Corp
Florida
$1.11M
Envestnet Portfolio Solutions
523
Envestnet Portfolio Solutions
Illinois
$1.11M
SFS
524
Sowell Financial Services
Arkansas
$1.1M
MAM
525
Madison Asset Management
Wisconsin
$1.1M