1,448 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 525 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 → $26.5B (+$629M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,448
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
EFA
701
Evernest Financial Advisors
Indiana
$623K
BCWM
702
Bartlett & Co Wealth Management
Ohio
$621K
LWAM
703
Legacy Wealth Asset Management
Minnesota
$621K
PAW
704
Plan A Wealth
Nebraska
$619K
Mitsubishi UFJ Asset Management
705
Mitsubishi UFJ Asset Management
Japan
$619K
IC
706
Inscription Capital
Texas
$617K
1WM
707
1900 Wealth Management
Texas
$615K
BFO
708
Boston Family Office
Massachusetts
$615K
PTC
709
Philadelphia Trust Company
Pennsylvania
$614K
JIP
710
Jaffetilchin Investment Partners
Florida
$612K
APWM
711
Argonautica Private Wealth Management
Massachusetts
$612K
SMA
712
Sage Mountain Advisors
Georgia
$610K
GWM
713
Gibbs Wealth Management
Georgia
$609K
PTC
714
Private Trust Company
Ohio
$606K
EC
715
EntryPoint Capital
New York
$606K
PIM
716
Pullen Investment Management
Florida
$604K
HIP
717
Harrell Investment Partners
Texas
$603K
GWM
718
Geneos Wealth Management
Colorado
$603K
PGA
719
Portland Global Advisors
Maine
$603K
JSW
720
Journey Strategic Wealth
New Jersey
$603K
NB
721
NBT Bank
New York
$600K
GFP
722
Gryphon Financial Partners
Ohio
$597K
PA
723
PFG Advisors
Arizona
$593K
NPT
724
National Philanthropic Trust
Pennsylvania
$592K
CI
725
Conning Inc
Connecticut
$590K