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
SSWM
576
Strait & Sound Wealth Management
California
$903K
CL
577
COWA LLC
Oklahoma
$896K
DWT
578
Dorsey & Whitney Trust
South Dakota
$894K
CS
579
Crescent Sterling
Louisiana
$893K
CCFM
580
Clear Creek Financial Management
Washington
$884K
PS
581
Principal Securities
Iowa
$884K
NWAG
582
Net Worth Advisory Group
Utah
$884K
AIM
583
Alhambra Investment Management
Florida
$882K
EI
584
Ethic Inc
New York
$882K
HW
585
Hancock Whitney
Mississippi
$877K
CIA
586
Capital Investment Advisors
Georgia
$867K
BF
587
Brucke Financial
Indiana
$864K
PWM
588
Pines Wealth Management
North Carolina
$862K
STA
589
Summit Trail Advisors
New York
$861K
PP
590
PDS Planning
Ohio
$860K
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
$855K
SC
592
Schulhoff & Co
Ohio
$854K
SC
593
Syon Capital
California
$852K
GEA
594
Glen Eagle Advisors
New Jersey
$852K
GWA
595
Gratus Wealth Advisors
Virginia
$850K
SL
596
Summitry LLC
California
$846K
CTC
597
Central Trust Company
Missouri
$844K
HPM
598
Hudson Portfolio Management
New York
$843K
IB
599
Intrust Bank
Kansas
$835K
MWM
600
Meridian Wealth Management
Kentucky
$835K