1,375 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, 489 increasing their positions, 491 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,375
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
CWP
676
Core Wealth Partners
California
$647K
MHR
677
Matthew Hamilton Rosenberg
$646K
1WA
678
180 Wealth Advisors
Washington
$642K
SFG
679
Seamount Financial Group
Colorado
$641K
M
680
MOTCO
Texas
$634K
FIM
681
Fruth Investment Management
Texas
$632K
WAG
682
Wallace Advisory Group
California
$631K
SQA
683
Simon Quick Advisors
New Jersey
$626K
AWAU
684
Alliance Wealth Advisors (Utah)
Utah
$626K
HJIM
685
Henry James International Management
New York
$622K
DG
686
DMC Group
Alabama
$619K
Acadian Asset Management
687
Acadian Asset Management
Massachusetts
$619K
CWM
688
Centurion Wealth Management
Virginia
$616K
GWM
689
Gibbs Wealth Management
Georgia
$615K
CAM
690
Cozad Asset Management
Illinois
$613K
SWM
691
Spire Wealth Management
Virginia
$613K
PGA
692
Portland Global Advisors
Maine
$612K
BWAM
693
Boyd Watterson Asset Management
Ohio
$610K
MCA
694
MSH Capital Advisors
Arizona
$610K
LWAM
695
Legacy Wealth Asset Management
Minnesota
$609K
CWM
696
Chemistry Wealth Management
New York
$609K
SCP
697
Sivia Capital Partners
California
$605K
PAW
698
Plan A Wealth
Nebraska
$603K
IP
699
Ignite Planners
California
$602K
BFO
700
Boston Family Office
Massachusetts
$602K