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
SWM
526
Sendero Wealth Management
Texas
$1.07M
SS
527
Sunbelt Securities
Texas
$1.06M
Luther King Capital Management (LKCM)
528
Luther King Capital Management (LKCM)
Texas
$1.06M
CA
529
Crewe Advisors
Utah
$1.06M
SM
530
Sweeney & Michel
California
$1.06M
AFW
531
Avantra Family Wealth
Pennsylvania
$1.06M
CWP
532
Cyndeo Wealth Partners
Florida
$1.05M
QI
533
Qtron Investments
Massachusetts
$1.04M
AFG
534
American Financial Group
Ohio
$1.04M
AHL
535
Abel Hall LLC
Louisiana
$1.04M
IBOK
536
Independence Bank of Kentucky
Kentucky
$1.04M
CAM
537
Cresset Asset Management
Illinois
$1.03M
AWM
538
Apollon Wealth Management
South Carolina
$1.02M
AC
539
AlphaCore Capital
California
$1.02M
GDP
540
Great Diamond Partners
Maine
$1.02M
STA
541
Summit Trail Advisors
New York
$1.02M
BEI
542
Benjamin Edwards Inc
Missouri
$1.01M
IA
543
IFP Advisors
Florida
$1.01M
HIP
544
HUB Investment Partners
Texas
$1.01M
LCAM
545
London & Capital Asset Management
United Kingdom
$1.01M
HKIM
546
Hayek Kallen Investment Management
Alabama
$1M
NG
547
Norden Group
Utah
$1,000K
SFS
548
Sowell Financial Services
Arkansas
$1,000K
MSFS
549
Main Street Financial Solutions
Pennsylvania
$987K
HPC
550
HM Payson & Co
Maine
$985K