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
CCA
751
Childress Capital Advisors
Texas
$538K
MPI
752
Mairs & Power Inc
Minnesota
$537K
IRP
753
Investment Research Partners
Pennsylvania
$537K
FI
754
Fractal Investments
Connecticut
$536K
PL
755
Plancorp LLC
Missouri
$535K
DWA
756
Douglass Winthrop Advisors
New York
$534K
QWP
757
Quotient Wealth Partners
Texas
$530K
EWA
758
EverSource Wealth Advisors
Alabama
$529K
JSC
759
Jackson Square Capital
California
$529K
BWM
760
BKM Wealth Management
Wisconsin
$524K
RMDI
761
R.M. Davis Inc
Maine
$523K
TCOV
762
Trust Company of Vermont
Vermont
$522K
PFA
763
Pure Financial Advisors
California
$522K
SWM
764
Seed Wealth Management
Illinois
$517K
SCM
765
Schnieders Capital Management
California
$514K
HI
766
Harbour Investments
Wisconsin
$511K
VDI
767
Vaughan David Investments
Illinois
$510K
BCWM
768
Bartlett & Co Wealth Management
Ohio
$509K
FMTC
769
Farmers & Merchants Trust Company
California
$509K
SIMG
770
Sonora Investment Management Group
Arizona
$508K
CI
771
Conning Inc
Connecticut
$507K
CA
772
Calton & Associates
Florida
$506K
SAMT
773
Select Asset Management & Trust
Pennsylvania
$506K
GTAM
774
Global Trust Asset Management
Florida
$506K
APWM
775
Argonautica Private Wealth Management
Massachusetts
$505K