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
CSIC
601
Clifford Swan Investment Counsel
California
$833K
BRWA
602
B. Riley Wealth Advisors
Florida
$831K
BFS
603
Bradley Foster & Sargent
Connecticut
$829K
HTC
604
Haverford Trust Company
Pennsylvania
$828K
EH
605
Equitable Holdings
New York
$828K
ISL
606
Ingalls & Snyder LLC
New York
$823K
FLPIM
607
F.L. Putnam Investment Management
Massachusetts
$820K
WPC
608
Wedmont Private Capital
Pennsylvania
$818K
JGUA
609
John G. Ullman & Associates
New York
$816K
JIC
610
Joel Isaacson & Co
New York
$815K
FHA
611
Flagship Harbor Advisors
Massachusetts
$812K
First Manhattan
612
First Manhattan
New York
$809K
USGIU
613
U.S. Global Investors (USGI)
Texas
$808K
FI
614
Finivi Inc
Massachusetts
$806K
NL
615
NWAM LLC
Washington
$800K
GCM
616
Gallacher Capital Management
Colorado
$799K
DA
617
Denali Advisors
California
$796K
EWM
618
Empirical Wealth Management
Washington
$794K
SWM
619
Sendero Wealth Management
Texas
$791K
FTWA
620
Fifth Third Wealth Advisors
Ohio
$786K
VCM
621
Versant Capital Management
Arizona
$784K
CWA
622
Cura Wealth Advisors
Illinois
$783K
GI
623
GAMCO Investors
Connecticut
$781K
GI
624
GAMMA Investing
California
$778K
ISFAN
625
Investor's Fiduciary Advisor Network
Washington
$775K