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
MWM
751
Mattern Wealth Management
Kansas
$553K
CW
752
CreativeOne Wealth
Kansas
$553K
MPI
753
Mairs & Power Inc
Minnesota
$551K
FI
754
Fractal Investments
Connecticut
$551K
BHPW
755
Beverly Hills Private Wealth
California
$548K
FAL
756
Focused Alpha LLC
Colorado
$546K
WJWM
757
Williams Jones Wealth Management
New York
$546K
TCOV
758
Trust Company of Vermont
Vermont
$546K
JIR
759
James Investment Research
Ohio
$545K
FCG
760
Fielder Capital Group
Tennessee
$545K
PL
761
Plancorp LLC
Missouri
$545K
CAM
762
Councilmark Asset Management
Tennessee
$540K
FPL
763
Fortress Private Ledger
North Carolina
$540K
RMDI
764
R.M. Davis Inc
Maine
$538K
GQG Partners
765
GQG Partners
Florida
$537K
Two Sigma Investments
766
Two Sigma Investments
New York
$536K
IP
767
Indivisible Partners
Florida
$535K
UB
768
UMB Bank
Missouri
$534K
GTAM
769
Global Trust Asset Management
Florida
$531K
EWA
770
EverSource Wealth Advisors
Alabama
$530K
SCM
771
Schnieders Capital Management
California
$528K
VDI
772
Vaughan David Investments
Illinois
$524K
BWM
773
BKM Wealth Management
Wisconsin
$524K
RYIA
774
Roehl & Yi Investment Advisors
Oregon
$524K
HI
775
Harbour Investments
Wisconsin
$523K