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
CWP
526
Cyndeo Wealth Partners
Florida
$1.05M
QI
527
Qtron Investments
Massachusetts
$1.04M
AFG
528
American Financial Group
Ohio
$1.04M
AHL
529
Abel Hall LLC
Louisiana
$1.04M
IBOK
530
Independence Bank of Kentucky
Kentucky
$1.04M
AWM
531
Apollon Wealth Management
South Carolina
$1.02M
AC
532
AlphaCore Capital
California
$1.02M
GDP
533
Great Diamond Partners
Maine
$1.02M
STA
534
Summit Trail Advisors
New York
$1.02M
BEI
535
Benjamin Edwards Inc
Missouri
$1.01M
HIP
536
HUB Investment Partners
Texas
$1.01M
LCAM
537
London & Capital Asset Management
United Kingdom
$1.01M
HKIM
538
Hayek Kallen Investment Management
Alabama
$1M
NG
539
Norden Group
Utah
$1,000K
SFS
540
Sowell Financial Services
Arkansas
$1,000K
MSFS
541
Main Street Financial Solutions
Pennsylvania
$987K
HPC
542
HM Payson & Co
Maine
$985K
LDB
543
Lee, Danner & Bass
Tennessee
$980K
TCM
544
Traynor Capital Management
Pennsylvania
$979K
BMO
545
Beck Mack & Oliver
New York
$976K
AWM
546
AE Wealth Management
Kansas
$966K
Envestnet Portfolio Solutions
547
Envestnet Portfolio Solutions
Illinois
$953K
GA
548
Guerra Advisors
Florida
$951K
SGA
549
Strategic Global Advisors
California
$949K
SRC
550
Sage Rhino Capital
California
$949K