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
HTC
601
Haverford Trust Company
Pennsylvania
$817K
GWA
602
Gratus Wealth Advisors
Virginia
$815K
BFS
603
Bradley Foster & Sargent
Connecticut
$805K
BRWA
604
B. Riley Wealth Advisors
Florida
$803K
ISL
605
Ingalls & Snyder LLC
New York
$801K
FLPIM
606
F.L. Putnam Investment Management
Massachusetts
$796K
JGUA
607
John G. Ullman & Associates
New York
$794K
BB
608
Busey Bank
Illinois
$789K
IB
609
Intrust Bank
Kansas
$788K
HAIM
610
Hunter Associates Investment Management
Pennsylvania
$788K
USGIU
611
U.S. Global Investors (USGI)
Texas
$787K
GRP
612
Global Retirement Partners
California
$780K
BWCS
613
Beirne Wealth Consulting Services
Connecticut
$780K
DAS
614
Dynamic Advisor Solutions
Arizona
$778K
GCM
615
Gallacher Capital Management
Colorado
$777K
FI
616
Finivi Inc
Massachusetts
$775K
EI
617
Ethic Inc
New York
$774K
IAN
618
Integrated Advisors Network
Texas
$773K
NL
619
NWAM LLC
Washington
$772K
SC
620
Syon Capital
California
$766K
DA
621
Denali Advisors
California
$765K
DWT
622
Dorsey & Whitney Trust
South Dakota
$763K
CWA
623
Cura Wealth Advisors
Illinois
$763K
GHA
624
GW Henssler & Associates
Georgia
$763K
BDS
625
Banco de Sabadell
Florida
$762K