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
OIC
726
Orion Investment Company
Missouri
$571K
PA
727
Probity Advisors
Texas
$569K
PIM
728
Pullen Investment Management
Florida
$567K
Empower Advisory Group
729
Empower Advisory Group
Colorado
$567K
BGAI
730
Bruce G. Allen Investments
Colorado
$567K
FRM
731
Fox Run Management
Connecticut
$565K
CW
732
CreativeOne Wealth
Kansas
$565K
HCM
733
Hollencrest Capital Management
California
$565K
WF
734
Welch & Forbes
Massachusetts
$561K
WJWM
735
Williams Jones Wealth Management
New York
$558K
CAM
736
Councilmark Asset Management
Tennessee
$556K
FDCDDQ
737
Federation des caisses Desjardins du Quebec
Quebec, Canada
$554K
JIC
738
Joel Isaacson & Co
New York
$552K
MA
739
MONECO Advisors
Connecticut
$551K
UB
740
UMB Bank
Missouri
$548K
PWP
741
Principle Wealth Partners
Connecticut
$547K
Mitsubishi UFJ Asset Management
742
Mitsubishi UFJ Asset Management
Japan
$545K
ECM
743
Estabrook Capital Management
New York
$545K
ADMI
744
Albert D. Mason Inc
Massachusetts
$545K
GFP
745
Gryphon Financial Partners
Ohio
$544K
CP
746
CenterBook Partners
Connecticut
$543K
DP
747
Dearborn Partners
Illinois
$540K
BHPW
748
Beverly Hills Private Wealth
California
$540K
PTC
749
Private Trust Company
Ohio
$540K
MWM
750
Mattern Wealth Management
Kansas
$538K