1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 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 (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
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
EW
551
Evoke Wealth
California
$983K
RB
552
Rodgers Brothers
Pennsylvania
$983K
CAM
553
Cresset Asset Management
Illinois
$982K
BP
554
Ballentine Partners
Massachusetts
$982K
TIAA Trust, National Association
555
TIAA Trust, National Association
North Carolina
$973K
Bessemer Group
556
Bessemer Group
New Jersey
$971K
POIA
557
Pin Oak Investment Advisors
Texas
$967K
HCM
558
Howland Capital Management
Massachusetts
$966K
TCA
559
Transcend Capital Advisors
New Jersey
$966K
ET
560
Equitable Trust
Tennessee
$965K
FHC
561
First Horizon Corporation
Tennessee
$961K
FCP
562
Fidelis Capital Partners
Florida
$960K
LGA
563
Lebenthal Global Advisors
New York
$958K
EWM
564
EPG Wealth Management
Georgia
$952K
BMO
565
Beck Mack & Oliver
New York
$951K
EAM
566
Everstar Asset Management
North Carolina
$943K
CTA
567
Chesley Taft & Associates
Illinois
$941K
SRC
568
Sage Rhino Capital
California
$941K
MHS
569
M Holdings Securities
Oregon
$936K
MSFS
570
Main Street Financial Solutions
Pennsylvania
$936K
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$923K
OWA
572
One Wealth Advisors
California
$917K
M
573
MOTCO
Texas
$916K
AWM
574
Aprio Wealth Management
Georgia
$913K
BB
575
Busey Bank
Illinois
$907K