We are live on ! Find out more

1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 480 reducing their positions, and 72 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
$910M
Puts
$463M
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
SL
601
Summitry LLC
California
$846K
CTC
602
Central Trust Company
Missouri
$844K
HPM
603
Hudson Portfolio Management
New York
$843K
IB
604
Intrust Bank
Kansas
$835K
MWM
605
Meridian Wealth Management
Kentucky
$835K
CSIC
606
Clifford Swan Investment Counsel
California
$833K
BRWA
607
B. Riley Wealth Advisors
Florida
$831K
BFS
608
Bradley Foster & Sargent
Connecticut
$829K
HTC
609
Haverford Trust Company
Pennsylvania
$828K
EH
610
Equitable Holdings
New York
$828K
ISL
611
Ingalls & Snyder LLC
New York
$823K
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$820K
WPC
613
Wedmont Private Capital
Pennsylvania
$818K
JGUA
614
John G. Ullman & Associates
New York
$816K
JIC
615
Joel Isaacson & Co
New York
$815K
FHA
616
Flagship Harbor Advisors
Massachusetts
$812K
First Manhattan
617
First Manhattan
New York
$809K
USGIU
618
U.S. Global Investors (USGI)
Texas
$808K
FI
619
Finivi Inc
Massachusetts
$806K
BWA
620
Basecamp Wealth Advisors
Washington
$804K
NL
621
NWAM LLC
Washington
$800K
GCM
622
Gallacher Capital Management
Colorado
$799K
DA
623
Denali Advisors
California
$796K
EWM
624
Empirical Wealth Management
Washington
$794K
SWM
625
Sendero Wealth Management
Texas
$791K