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
ERIC
676
Eagle Rock Investment Company
Georgia
$662K
RCM
677
Radnor Capital Management
Pennsylvania
$659K
WAP
678
Wealthcare Advisory Partners
Pennsylvania
$656K
CWM
679
Collaborative Wealth Management
Florida
$651K
CWP
680
Core Wealth Partners
California
$647K
MHR
681
Matthew Hamilton Rosenberg
$646K
1WA
682
180 Wealth Advisors
Washington
$642K
SFG
683
Seamount Financial Group
Colorado
$641K
M
684
MOTCO
Texas
$634K
FIM
685
Fruth Investment Management
Texas
$632K
WAG
686
Wallace Advisory Group
California
$631K
SQA
687
Simon Quick Advisors
New Jersey
$626K
AWAU
688
Alliance Wealth Advisors (Utah)
Utah
$626K
HJIM
689
Henry James International Management
New York
$622K
DG
690
DMC Group
Alabama
$619K
Acadian Asset Management
691
Acadian Asset Management
Massachusetts
$619K
CWM
692
Centurion Wealth Management
Virginia
$616K
GWM
693
Gibbs Wealth Management
Georgia
$615K
CAM
694
Cozad Asset Management
Illinois
$613K
SWM
695
Spire Wealth Management
Virginia
$613K
PGA
696
Portland Global Advisors
Maine
$612K
BWAM
697
Boyd Watterson Asset Management
Ohio
$610K
MCA
698
MSH Capital Advisors
Arizona
$610K
LWAM
699
Legacy Wealth Asset Management
Minnesota
$609K
CWM
700
Chemistry Wealth Management
New York
$609K