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
CWP
676
Core Wealth Partners
California
$665K
MA
677
Mutual Advisors
Nebraska
$662K
ACA
678
Aptus Capital Advisors
Alabama
$657K
1WA
679
180 Wealth Advisors
Washington
$654K
FIM
680
Fruth Investment Management
Texas
$650K
IP
681
Ignite Planners
California
$650K
SFG
682
Seamount Financial Group
Colorado
$645K
HJIM
683
Henry James International Management
New York
$638K
JSC
684
Jackson Square Capital
California
$637K
NSUP
685
NLB Skladi upravljanje premozenja
$634K
RCM
686
Radnor Capital Management
Pennsylvania
$633K
CWM
687
Centurion Wealth Management
Virginia
$633K
SEIA
688
Signature Estate & Investment Advisors
California
$632K
SWM
689
Spire Wealth Management
Virginia
$630K
CAM
690
Cozad Asset Management
Illinois
$630K
CWM
691
Chemistry Wealth Management
New York
$627K
BWAM
692
Boyd Watterson Asset Management
Ohio
$626K
HAM
693
Harmony Asset Management
Arizona
$625K
GC
694
Grimes & Company
Massachusetts
$624K
GA
695
Greenspring Advisors
Maryland
$623K
EFA
696
Evernest Financial Advisors
Indiana
$623K
BCWM
697
Bartlett & Co Wealth Management
Ohio
$621K
LWAM
698
Legacy Wealth Asset Management
Minnesota
$621K
PAW
699
Plan A Wealth
Nebraska
$619K
Mitsubishi UFJ Asset Management
700
Mitsubishi UFJ Asset Management
Japan
$619K