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
First Manhattan
701
First Manhattan
New York
$596K
SMA
702
Sage Mountain Advisors
Georgia
$595K
Kayne Anderson Rudnick Investment Management
703
Kayne Anderson Rudnick Investment Management
California
$594K
AWM
704
Aries Wealth Management
Maine
$590K
KWM
705
KW Wealth Management
California
$589K
HIP
706
Harrell Investment Partners
Texas
$587K
CIA
707
Choate Investment Advisors
Massachusetts
$586K
NL
708
NWAM LLC
Washington
$583K
CT
709
Clearstead Trust
Maine
$583K
NB
710
NBT Bank
New York
$581K
EH
711
Equitable Holdings
New York
$578K
GWM
712
Geneos Wealth Management
Colorado
$574K
TAFW
713
Tred Avon Family Wealth
Maryland
$573K
RHDIC
714
R.H. Dinel Investment Counsel
California
$573K
EFA
715
Evernest Financial Advisors
Indiana
$573K
OIC
716
Orion Investment Company
Missouri
$571K
PA
717
Probity Advisors
Texas
$569K
PIM
718
Pullen Investment Management
Florida
$567K
Empower Advisory Group
719
Empower Advisory Group
Colorado
$567K
BGAI
720
Bruce G. Allen Investments
Colorado
$567K
FRM
721
Fox Run Management
Connecticut
$565K
CW
722
CreativeOne Wealth
Kansas
$565K
HCM
723
Hollencrest Capital Management
California
$565K
WF
724
Welch & Forbes
Massachusetts
$561K
WJWM
725
Williams Jones Wealth Management
New York
$558K