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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 480 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 72

96% more call options, than puts

Call options by funds: $910M | Put options by funds: $463M

4% more funds holding

Funds holding: 1,3901,450 (+60)

10% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 480

2% more capital invested

Capital invested by funds: $25.9B → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
Holders Change
+60
Holders Change %
+4.32%
% of All Funds
17.64%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
157
Increased
527
Reduced
480
Closed
72
Calls
$910M
Puts
$463M
Net Calls
+$447M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
751
Gotham Asset Management
New York
$564K +$61.5K +835 +12%
ADMI
752
Albert D. Mason Inc
Massachusetts
$563K +$3.02K +41 +0.5%
TAFW
753
Tred Avon Family Wealth
Maryland
$560K -$29.3K -398 -5%
ECM
754
Estabrook Capital Management
New York
$560K
CA
755
Calton & Associates
Florida
$557K +$37.1K +504 +7%
Empower Advisory Group
756
Empower Advisory Group
Colorado
$557K -$26.2K -356 -4%
Kayne Anderson Rudnick Investment Management
757
Kayne Anderson Rudnick Investment Management
California
$554K -$55.8K -757 -9%
BWL
758
Bogart Wealth LLC
Virginia
$554K -$321K -4,361 -37%
CCA
759
Childress Capital Advisors
Texas
$553K +$810 +11 +0.1%
MWM
760
Mattern Wealth Management
Kansas
$553K
CW
761
CreativeOne Wealth
Kansas
$553K -$28.2K -383 -5%
MPI
762
Mairs & Power Inc
Minnesota
$551K
FI
763
Fractal Investments
Connecticut
$551K
BHPW
764
Beverly Hills Private Wealth
California
$548K -$6.19K -84 -1%
FAL
765
Focused Alpha LLC
Colorado
$546K +$548K +7,434 New
WJWM
766
Williams Jones Wealth Management
New York
$546K -$27.3K -371 -5%
TCOV
767
Trust Company of Vermont
Vermont
$546K +$9.28K +126 +2%
JIR
768
James Investment Research
Ohio
$545K +$547K +7,421 New
FCG
769
Fielder Capital Group
Tennessee
$545K +$95.9K +1,302 +21%
PL
770
Plancorp LLC
Missouri
$545K -$5.16K -70 -0.9%
CAM
771
Councilmark Asset Management
Tennessee
$540K -$30.9K -420 -5%
FPL
772
Fortress Private Ledger
North Carolina
$540K +$218K +2,960 +67%
RMDI
773
R.M. Davis Inc
Maine
$538K
GQG Partners
774
GQG Partners
Florida
$537K -$79K -1,073 -13%
Two Sigma Investments
775
Two Sigma Investments
New York
$536K -$1.41M -19,100 -72%