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
LDB
551
Lee, Danner & Bass
Tennessee
$980K
TCM
552
Traynor Capital Management
Pennsylvania
$979K
BMO
553
Beck Mack & Oliver
New York
$976K
AWM
554
AE Wealth Management
Kansas
$966K
Envestnet Portfolio Solutions
555
Envestnet Portfolio Solutions
Illinois
$953K
GA
556
Guerra Advisors
Florida
$951K
SGA
557
Strategic Global Advisors
California
$949K
SRC
558
Sage Rhino Capital
California
$949K
EW
559
Evoke Wealth
California
$944K
HCM
560
Howland Capital Management
Massachusetts
$941K
WS
561
Wedbush Securities
California
$938K
MHC
562
May Hill Capital
Massachusetts
$936K
ET
563
Equitable Trust
Tennessee
$931K
CS
564
Crescent Sterling
Louisiana
$925K
IF
565
Intrua Financial
Texas
$924K
POIA
566
Pin Oak Investment Advisors
Texas
$921K
EWM
567
EPG Wealth Management
Georgia
$916K
CTC
568
Central Trust Company
Missouri
$905K
PA
569
PFG Advisors
Arizona
$904K
OWA
570
One Wealth Advisors
California
$902K
Bessemer Group
571
Bessemer Group
New Jersey
$902K
CSIC
572
Clifford Swan Investment Counsel
California
$897K
IWM
573
IHT Wealth Management
Illinois
$889K
FCP
574
Fidelis Capital Partners
Florida
$887K
CTA
575
Chesley Taft & Associates
Illinois
$880K