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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 480 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
KWM
676
KW Wealth Management
California
$674K
CWM
677
Collaborative Wealth Management
Florida
$669K
SW
678
Simplicity Wealth
New Jersey
$669K
LBA
679
Letko, Brosseau & Associates
Quebec, Canada
$668K
Fiera Capital (Canada)
680
Fiera Capital (Canada)
Quebec, Canada
$667K
MHR
681
Matthew Hamilton Rosenberg
$666K
CWP
682
Core Wealth Partners
California
$665K
MA
683
Mutual Advisors
Nebraska
$662K
ACA
684
Aptus Capital Advisors
Alabama
$657K
1WA
685
180 Wealth Advisors
Washington
$654K
FIM
686
Fruth Investment Management
Texas
$650K
IP
687
Ignite Planners
California
$650K
SFG
688
Seamount Financial Group
Colorado
$645K
HJIM
689
Henry James International Management
New York
$638K
JSC
690
Jackson Square Capital
California
$637K
NSUP
691
NLB Skladi upravljanje premozenja
$634K
RCM
692
Radnor Capital Management
Pennsylvania
$633K
CWM
693
Centurion Wealth Management
Virginia
$633K
SEIA
694
Signature Estate & Investment Advisors
California
$632K
SWM
695
Spire Wealth Management
Virginia
$630K
CAM
696
Cozad Asset Management
Illinois
$630K
LMFP
697
Larry Mathis Financial Planning
Arizona
$630K
CWM
698
Chemistry Wealth Management
New York
$627K
BWAM
699
Boyd Watterson Asset Management
Ohio
$626K
HAM
700
Harmony Asset Management
Arizona
$625K