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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 480 reducing their positions, and 72 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
$910M
Puts
$463M
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
MYIA
551
Mount Yale Investment Advisors
Colorado
$993K
TCM
552
Traynor Capital Management
Pennsylvania
$992K
AWM
553
Apollon Wealth Management
South Carolina
$991K
BAMF
554
BI Asset Management Fondsmaeglerselskab
Denmark
$988K
Toronto Dominion Bank
555
Toronto Dominion Bank
Ontario, Canada
$983K
EW
556
Evoke Wealth
California
$983K
RB
557
Rodgers Brothers
Pennsylvania
$983K
CAM
558
Cresset Asset Management
Illinois
$982K
BP
559
Ballentine Partners
Massachusetts
$982K
TIAA Trust, National Association
560
TIAA Trust, National Association
North Carolina
$973K
Bessemer Group
561
Bessemer Group
New Jersey
$971K
POIA
562
Pin Oak Investment Advisors
Texas
$967K
HCM
563
Howland Capital Management
Massachusetts
$966K
TCA
564
Transcend Capital Advisors
New Jersey
$966K
ET
565
Equitable Trust
Tennessee
$965K
FHC
566
First Horizon Corporation
Tennessee
$961K
FCP
567
Fidelis Capital Partners
Florida
$960K
LGA
568
Lebenthal Global Advisors
New York
$958K
EWM
569
EPG Wealth Management
Georgia
$952K
BMO
570
Beck Mack & Oliver
New York
$951K
EAM
571
Everstar Asset Management
North Carolina
$943K
CTA
572
Chesley Taft & Associates
Illinois
$941K
SRC
573
Sage Rhino Capital
California
$941K
MHS
574
M Holdings Securities
Oregon
$936K
MSFS
575
Main Street Financial Solutions
Pennsylvania
$936K