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
SQA
676
Simon Quick Advisors
New Jersey
$626K
AWAU
677
Alliance Wealth Advisors (Utah)
Utah
$626K
HJIM
678
Henry James International Management
New York
$622K
DG
679
DMC Group
Alabama
$619K
Acadian Asset Management
680
Acadian Asset Management
Massachusetts
$619K
CWM
681
Centurion Wealth Management
Virginia
$616K
GWM
682
Gibbs Wealth Management
Georgia
$615K
CAM
683
Cozad Asset Management
Illinois
$613K
SWM
684
Spire Wealth Management
Virginia
$613K
PGA
685
Portland Global Advisors
Maine
$612K
BWAM
686
Boyd Watterson Asset Management
Ohio
$610K
MCA
687
MSH Capital Advisors
Arizona
$610K
LWAM
688
Legacy Wealth Asset Management
Minnesota
$609K
CWM
689
Chemistry Wealth Management
New York
$609K
SCP
690
Sivia Capital Partners
California
$605K
PAW
691
Plan A Wealth
Nebraska
$603K
IP
692
Ignite Planners
California
$602K
BFO
693
Boston Family Office
Massachusetts
$602K
IC
694
Inscription Capital
Texas
$600K
GQG Partners
695
GQG Partners
Florida
$599K
JIP
696
Jaffetilchin Investment Partners
Florida
$599K
BMCM
697
Bryn Mawr Capital Management
Pennsylvania
$598K
JSW
698
Journey Strategic Wealth
New Jersey
$598K
ACA
699
Aptus Capital Advisors
Alabama
$597K
PTC
700
Philadelphia Trust Company
Pennsylvania
$597K