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
PA
651
Profund Advisors
Maryland
$688K
DWP
652
Daymark Wealth Partners
Ohio
$683K
LTAS
653
Linden Thomas Advisory Services
North Carolina
$676K
PM
654
Penbrook Management
New York
$672K
VCM
655
Versant Capital Management
Arizona
$672K
NS
656
NBC Securities
Alabama
$671K
WA
657
Wealth Alliance
New York
$671K
AG
658
AlTi Global
New York
$670K
MA
659
Mutual Advisors
Nebraska
$668K
HAM
660
Harmony Asset Management
Arizona
$666K
GC
661
Grimes & Company
Massachusetts
$664K
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$664K
IIM
663
InTrack Investment Management
Vermont
$663K
GWMR
664
GC Wealth Management RIA
Massachusetts
$662K
ERIC
665
Eagle Rock Investment Company
Georgia
$662K
RCM
666
Radnor Capital Management
Pennsylvania
$659K
WAP
667
Wealthcare Advisory Partners
Pennsylvania
$656K
CWM
668
Collaborative Wealth Management
Florida
$651K
CWP
669
Core Wealth Partners
California
$647K
MHR
670
Matthew Hamilton Rosenberg
$646K
1WA
671
180 Wealth Advisors
Washington
$642K
SFG
672
Seamount Financial Group
Colorado
$641K
M
673
MOTCO
Texas
$634K
FIM
674
Fruth Investment Management
Texas
$632K
WAG
675
Wallace Advisory Group
California
$631K