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
EAM
576
Everstar Asset Management
North Carolina
$880K
FNBOO
577
First National Bank of Omaha
Nebraska
$880K
Koshinski Asset Management
578
Koshinski Asset Management
Illinois
$873K
SGDR
579
SPX Gestao de Recursos
Brazil
$873K
LGA
580
Lebenthal Global Advisors
New York
$870K
AIM
581
Alhambra Investment Management
Florida
$870K
EWM
582
Empirical Wealth Management
Washington
$865K
BF
583
Brucke Financial
Indiana
$863K
HW
584
Hancock Whitney
Mississippi
$859K
GEA
585
Glen Eagle Advisors
New Jersey
$856K
WPC
586
Wedmont Private Capital
Pennsylvania
$856K
BWL
587
Bogart Wealth LLC
Virginia
$851K
FC
588
FORA Capital
Florida
$851K
Balyasny Asset Management
589
Balyasny Asset Management
Illinois
$848K
PS
590
Principal Securities
Iowa
$843K
PWM
591
Pines Wealth Management
North Carolina
$839K
TPI
592
Trust Point Inc
Wisconsin
$837K
TCA
593
Transcend Capital Advisors
New Jersey
$836K
Toronto Dominion Bank
594
Toronto Dominion Bank
Ontario, Canada
$834K
SC
595
Schulhoff & Co
Ohio
$831K
CIA
596
Capital Investment Advisors
Georgia
$829K
CCFM
597
Clear Creek Financial Management
Washington
$826K
TIAA Trust, National Association
598
TIAA Trust, National Association
North Carolina
$821K
HPM
599
Hudson Portfolio Management
New York
$821K
PP
600
Pingora Partners
Wyoming
$817K