1,362 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 485 increasing their positions, 485 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:

1% less funds holding

Funds holding: 1,3741,362 (-12)

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,362
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
RMDI
751
R.M. Davis Inc
Maine
$523K
TCOV
752
Trust Company of Vermont
Vermont
$522K
PFA
753
Pure Financial Advisors
California
$522K
SWM
754
Seed Wealth Management
Illinois
$517K
SCM
755
Schnieders Capital Management
California
$514K
HI
756
Harbour Investments
Wisconsin
$511K
VDI
757
Vaughan David Investments
Illinois
$510K
BCWM
758
Bartlett & Co Wealth Management
Ohio
$509K
FMTC
759
Farmers & Merchants Trust Company
California
$509K
SIMG
760
Sonora Investment Management Group
Arizona
$508K
CI
761
Conning Inc
Connecticut
$507K
CA
762
Calton & Associates
Florida
$506K
SAMT
763
Select Asset Management & Trust
Pennsylvania
$506K
GTAM
764
Global Trust Asset Management
Florida
$506K
APWM
765
Argonautica Private Wealth Management
Massachusetts
$505K
DWM
766
Drive Wealth Management
Utah
$505K
Janus Henderson Group
767
Janus Henderson Group
United Kingdom
$503K
LI
768
LMCG Investments
Massachusetts
$499K
WIC
769
Woodmont Investment Counsel
Tennessee
$499K
CC
770
Centiva Capital
New York
$497K
GC
771
Guggenheim Capital
Illinois
$496K
FNBOH
772
First National Bank of Hutchinson
Kansas
$496K
OIA
773
OneDigital Investment Advisors
Kansas
$495K
BHBT
774
Burke & Herbert Bank & Trust
Virginia
$493K
KCPG
775
Kavar Capital Partners Group
Kansas
$492K