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
HW
576
Hancock Whitney
Mississippi
$859K
GEA
577
Glen Eagle Advisors
New Jersey
$856K
WPC
578
Wedmont Private Capital
Pennsylvania
$856K
BWL
579
Bogart Wealth LLC
Virginia
$851K
FC
580
FORA Capital
Florida
$851K
Balyasny Asset Management
581
Balyasny Asset Management
Illinois
$848K
PS
582
Principal Securities
Iowa
$843K
PWM
583
Pines Wealth Management
North Carolina
$839K
TPI
584
Trust Point Inc
Wisconsin
$837K
TCA
585
Transcend Capital Advisors
New Jersey
$836K
Toronto Dominion Bank
586
Toronto Dominion Bank
Ontario, Canada
$834K
SC
587
Schulhoff & Co
Ohio
$831K
CIA
588
Capital Investment Advisors
Georgia
$829K
CCFM
589
Clear Creek Financial Management
Washington
$826K
TIAA Trust, National Association
590
TIAA Trust, National Association
North Carolina
$821K
HPM
591
Hudson Portfolio Management
New York
$821K
PP
592
Pingora Partners
Wyoming
$817K
HTC
593
Haverford Trust Company
Pennsylvania
$817K
GWA
594
Gratus Wealth Advisors
Virginia
$815K
BFS
595
Bradley Foster & Sargent
Connecticut
$805K
BRWA
596
B. Riley Wealth Advisors
Florida
$803K
ISL
597
Ingalls & Snyder LLC
New York
$801K
FLPIM
598
F.L. Putnam Investment Management
Massachusetts
$796K
JGUA
599
John G. Ullman & Associates
New York
$794K
BB
600
Busey Bank
Illinois
$789K