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
IB
601
Intrust Bank
Kansas
$788K
HAIM
602
Hunter Associates Investment Management
Pennsylvania
$788K
USGIU
603
U.S. Global Investors (USGI)
Texas
$787K
GRP
604
Global Retirement Partners
California
$780K
BWCS
605
Beirne Wealth Consulting Services
Connecticut
$780K
DAS
606
Dynamic Advisor Solutions
Arizona
$778K
GCM
607
Gallacher Capital Management
Colorado
$777K
EI
608
Ethic Inc
New York
$774K
IAN
609
Integrated Advisors Network
Texas
$773K
SC
610
Syon Capital
California
$766K
DA
611
Denali Advisors
California
$765K
DWT
612
Dorsey & Whitney Trust
South Dakota
$763K
CWA
613
Cura Wealth Advisors
Illinois
$763K
BDS
614
Banco de Sabadell
Florida
$762K
GI
615
GAMCO Investors
Connecticut
$761K
MWM
616
Meridian Wealth Management
Kentucky
$761K
SMC
617
Smith, Moore & Co
Missouri
$759K
ISFAN
618
Investor's Fiduciary Advisor Network
Washington
$754K
TH
619
TCTC Holdings
Texas
$753K
SIC
620
Shoker Investment Counsel
Ohio
$753K
AMIM
621
Aull & Monroe Investment Management
Alabama
$753K
SPC
622
Sigma Planning Corp
Michigan
$752K
FHC
623
First Horizon Corporation
Tennessee
$748K
PP
624
PDS Planning
Ohio
$748K
TCOT
625
Trust Company of Toledo
Ohio
$745K