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
EW
551
Evoke Wealth
California
$944K
HCM
552
Howland Capital Management
Massachusetts
$941K
WS
553
Wedbush Securities
California
$938K
MHC
554
May Hill Capital
Massachusetts
$936K
ET
555
Equitable Trust
Tennessee
$931K
CS
556
Crescent Sterling
Louisiana
$925K
IF
557
Intrua Financial
Texas
$924K
POIA
558
Pin Oak Investment Advisors
Texas
$921K
EWM
559
EPG Wealth Management
Georgia
$916K
CTC
560
Central Trust Company
Missouri
$905K
PA
561
PFG Advisors
Arizona
$904K
OWA
562
One Wealth Advisors
California
$902K
Bessemer Group
563
Bessemer Group
New Jersey
$902K
CSIC
564
Clifford Swan Investment Counsel
California
$897K
IWM
565
IHT Wealth Management
Illinois
$889K
FCP
566
Fidelis Capital Partners
Florida
$887K
CTA
567
Chesley Taft & Associates
Illinois
$880K
EAM
568
Everstar Asset Management
North Carolina
$880K
FNBOO
569
First National Bank of Omaha
Nebraska
$880K
Koshinski Asset Management
570
Koshinski Asset Management
Illinois
$873K
SGDR
571
SPX Gestao de Recursos
Brazil
$873K
LGA
572
Lebenthal Global Advisors
New York
$870K
AIM
573
Alhambra Investment Management
Florida
$870K
EWM
574
Empirical Wealth Management
Washington
$865K
BF
575
Brucke Financial
Indiana
$863K