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
VCA
651
Verdence Capital Advisors
Maryland
$725K
WAL
652
W Advisors LLC
Tennessee
$717K
SCP
653
Sivia Capital Partners
California
$715K
DWP
654
Daymark Wealth Partners
Ohio
$712K
FWSM
655
First Wilshire Securities Management
California
$708K
SWM
656
Shrier Wealth Management
California
$707K
HAIM
657
Hunter Associates Investment Management
Pennsylvania
$705K
V
658
VeraBank
Texas
$703K
PWA
659
Pitcairn Wealth Advisors
Pennsylvania
$702K
NS
660
NBC Securities
Alabama
$702K
AGA
661
Arkos Global Advisors
Texas
$700K
AFG
662
Artesa Financial Group
Texas
$699K
BA
663
Bridgewater Advisors
New York
$698K
PM
664
Penbrook Management
New York
$691K
AG
665
AlTi Global
New York
$691K
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$682K
BMCM
667
Bryn Mawr Capital Management
Pennsylvania
$681K
ERIC
668
Eagle Rock Investment Company
Georgia
$680K
GWMR
669
GC Wealth Management RIA
Massachusetts
$677K
KWM
670
KW Wealth Management
California
$674K
CWM
671
Collaborative Wealth Management
Florida
$669K
SW
672
Simplicity Wealth
New Jersey
$669K
LBA
673
Letko, Brosseau & Associates
Quebec, Canada
$668K
Fiera Capital (Canada)
674
Fiera Capital (Canada)
Quebec, Canada
$667K
MHR
675
Matthew Hamilton Rosenberg
$666K