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