1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 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 → $26.5B (+$627M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,439
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
IB
601
Intrust Bank
Kansas
$835K
MWM
602
Meridian Wealth Management
Kentucky
$835K
CSIC
603
Clifford Swan Investment Counsel
California
$833K
BRWA
604
B. Riley Wealth Advisors
Florida
$831K
BFS
605
Bradley Foster & Sargent
Connecticut
$829K
HTC
606
Haverford Trust Company
Pennsylvania
$828K
EH
607
Equitable Holdings
New York
$828K
ISL
608
Ingalls & Snyder LLC
New York
$823K
FLPIM
609
F.L. Putnam Investment Management
Massachusetts
$820K
WPC
610
Wedmont Private Capital
Pennsylvania
$818K
JGUA
611
John G. Ullman & Associates
New York
$816K
JIC
612
Joel Isaacson & Co
New York
$815K
FHA
613
Flagship Harbor Advisors
Massachusetts
$812K
First Manhattan
614
First Manhattan
New York
$809K
USGIU
615
U.S. Global Investors (USGI)
Texas
$808K
FI
616
Finivi Inc
Massachusetts
$806K
NL
617
NWAM LLC
Washington
$800K
GCM
618
Gallacher Capital Management
Colorado
$799K
DA
619
Denali Advisors
California
$796K
EWM
620
Empirical Wealth Management
Washington
$794K
SWM
621
Sendero Wealth Management
Texas
$791K
FTWA
622
Fifth Third Wealth Advisors
Ohio
$786K
VCM
623
Versant Capital Management
Arizona
$784K
CWA
624
Cura Wealth Advisors
Illinois
$783K
GI
625
GAMCO Investors
Connecticut
$781K