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
GI
626
GAMCO Investors
Connecticut
$761K
MWM
627
Meridian Wealth Management
Kentucky
$761K
SMC
628
Smith, Moore & Co
Missouri
$759K
ISFAN
629
Investor's Fiduciary Advisor Network
Washington
$754K
TH
630
TCTC Holdings
Texas
$753K
SIC
631
Shoker Investment Counsel
Ohio
$753K
AMIM
632
Aull & Monroe Investment Management
Alabama
$753K
SPC
633
Sigma Planning Corp
Michigan
$752K
FHC
634
First Horizon Corporation
Tennessee
$748K
PP
635
PDS Planning
Ohio
$748K
TCOT
636
Trust Company of Toledo
Ohio
$745K
SL
637
Summitry LLC
California
$744K
FTWA
638
Fifth Third Wealth Advisors
Ohio
$743K
DT
639
Diversified Trust
Tennessee
$741K
IRC
640
Investors Research Corp
Georgia
$741K
VCA
641
Verdence Capital Advisors
Maryland
$734K
SEIA
642
Signature Estate & Investment Advisors
California
$731K
GI
643
GAMMA Investing
California
$723K
KCM
644
Kathmere Capital Management
Pennsylvania
$722K
LAM
645
LOM Asset Management
$719K
BJL
646
Brighton Jones LLC
Washington
$717K
SYBT
647
Stock Yards Bank & Trust
Kentucky
$716K
OPCM
648
Osborne Partners Capital Management
California
$715K
PC
649
Payne Capital
Oregon
$715K
CGL
650
Clarius Group LLC
Washington
$713K