1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 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 (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
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
KA
726
Kovack Advisors
Florida
$583K
BGAI
727
Bruce G. Allen Investments
Colorado
$582K
CT
728
Clearstead Trust
Maine
$581K
HCM
729
Hollencrest Capital Management
California
$581K
SYBT
730
Stock Yards Bank & Trust
Kentucky
$579K
DWA
731
Douglass Winthrop Advisors
New York
$577K
BFWM
732
Bright Futures Wealth Management
New York
$577K
WF
733
Welch & Forbes
Massachusetts
$576K
IRP
734
Investment Research Partners
Pennsylvania
$574K
SQA
735
Simon Quick Advisors
New Jersey
$572K
GHA
736
GW Henssler & Associates
Georgia
$572K
MA
737
MONECO Advisors
Connecticut
$571K
PA
738
Probity Advisors
Texas
$569K
QWP
739
Quotient Wealth Partners
Texas
$567K
DP
740
Dearborn Partners
Illinois
$565K
DG
741
DMC Group
Alabama
$565K
GAM
742
Gotham Asset Management
New York
$564K
ADMI
743
Albert D. Mason Inc
Massachusetts
$563K
TAFW
744
Tred Avon Family Wealth
Maryland
$560K
ECM
745
Estabrook Capital Management
New York
$560K
CA
746
Calton & Associates
Florida
$557K
Empower Advisory Group
747
Empower Advisory Group
Colorado
$557K
Kayne Anderson Rudnick Investment Management
748
Kayne Anderson Rudnick Investment Management
California
$554K
BWL
749
Bogart Wealth LLC
Virginia
$554K
CCA
750
Childress Capital Advisors
Texas
$553K