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
TAFW
751
Tred Avon Family Wealth
Maryland
$560K
ECM
752
Estabrook Capital Management
New York
$560K
CA
753
Calton & Associates
Florida
$557K
Empower Advisory Group
754
Empower Advisory Group
Colorado
$557K
Kayne Anderson Rudnick Investment Management
755
Kayne Anderson Rudnick Investment Management
California
$554K
BWL
756
Bogart Wealth LLC
Virginia
$554K
CCA
757
Childress Capital Advisors
Texas
$553K
MWM
758
Mattern Wealth Management
Kansas
$553K
CW
759
CreativeOne Wealth
Kansas
$553K
MPI
760
Mairs & Power Inc
Minnesota
$551K
FI
761
Fractal Investments
Connecticut
$551K
BHPW
762
Beverly Hills Private Wealth
California
$548K
FAL
763
Focused Alpha LLC
Colorado
$546K
WJWM
764
Williams Jones Wealth Management
New York
$546K
TCOV
765
Trust Company of Vermont
Vermont
$546K
JIR
766
James Investment Research
Ohio
$545K
FCG
767
Fielder Capital Group
Tennessee
$545K
PL
768
Plancorp LLC
Missouri
$545K
CAM
769
Councilmark Asset Management
Tennessee
$540K
FPL
770
Fortress Private Ledger
North Carolina
$540K
RMDI
771
R.M. Davis Inc
Maine
$538K
GQG Partners
772
GQG Partners
Florida
$537K
Two Sigma Investments
773
Two Sigma Investments
New York
$536K
IP
774
Indivisible Partners
Florida
$535K
UB
775
UMB Bank
Missouri
$534K