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
SCP
701
Sivia Capital Partners
California
$605K
PAW
702
Plan A Wealth
Nebraska
$603K
IP
703
Ignite Planners
California
$602K
BFO
704
Boston Family Office
Massachusetts
$602K
IC
705
Inscription Capital
Texas
$600K
GQG Partners
706
GQG Partners
Florida
$599K
JIP
707
Jaffetilchin Investment Partners
Florida
$599K
BMCM
708
Bryn Mawr Capital Management
Pennsylvania
$598K
JSW
709
Journey Strategic Wealth
New Jersey
$598K
ACA
710
Aptus Capital Advisors
Alabama
$597K
PTC
711
Philadelphia Trust Company
Pennsylvania
$597K
First Manhattan
712
First Manhattan
New York
$596K
SMA
713
Sage Mountain Advisors
Georgia
$595K
Kayne Anderson Rudnick Investment Management
714
Kayne Anderson Rudnick Investment Management
California
$594K
AWM
715
Aries Wealth Management
Maine
$590K
KWM
716
KW Wealth Management
California
$589K
HIP
717
Harrell Investment Partners
Texas
$587K
CIA
718
Choate Investment Advisors
Massachusetts
$586K
CT
719
Clearstead Trust
Maine
$583K
NB
720
NBT Bank
New York
$581K
EH
721
Equitable Holdings
New York
$578K
GWM
722
Geneos Wealth Management
Colorado
$574K
TAFW
723
Tred Avon Family Wealth
Maryland
$573K
RHDIC
724
R.H. Dinel Investment Counsel
California
$573K
EFA
725
Evernest Financial Advisors
Indiana
$573K