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
SL
626
Summitry LLC
California
$744K
FTWA
627
Fifth Third Wealth Advisors
Ohio
$743K
DT
628
Diversified Trust
Tennessee
$741K
IRC
629
Investors Research Corp
Georgia
$741K
VCA
630
Verdence Capital Advisors
Maryland
$734K
SEIA
631
Signature Estate & Investment Advisors
California
$731K
GI
632
GAMMA Investing
California
$723K
KCM
633
Kathmere Capital Management
Pennsylvania
$722K
LAM
634
LOM Asset Management
$719K
BJL
635
Brighton Jones LLC
Washington
$717K
SYBT
636
Stock Yards Bank & Trust
Kentucky
$716K
OPCM
637
Osborne Partners Capital Management
California
$715K
PC
638
Payne Capital
Oregon
$715K
CGL
639
Clarius Group LLC
Washington
$713K
SW
640
Simplicity Wealth
New Jersey
$710K
C
641
Certuity
Florida
$707K
V
642
VeraBank
Texas
$707K
BA
643
Bridgewater Advisors
New York
$706K
ECM
644
ExodusPoint Capital Management
New York
$703K
WAL
645
W Advisors LLC
Tennessee
$698K
AGA
646
Arkos Global Advisors
Texas
$694K
BAMF
647
BI Asset Management Fondsmaeglerselskab
Denmark
$692K
NWAG
648
Net Worth Advisory Group
Utah
$691K
ST
649
Smithfield Trust
Pennsylvania
$690K
FWSM
650
First Wilshire Securities Management
California
$689K