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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
IP
776
Indivisible Partners
Florida
$535K +$536K +7,280 New
UB
777
UMB Bank
Missouri
$534K -$28.7K -389 -5%
GTAM
778
Global Trust Asset Management
Florida
$531K +$11.4K +155 +2%
EWA
779
EverSource Wealth Advisors
Alabama
$530K -$14.4K -195 -3%
SCM
780
Schnieders Capital Management
California
$528K
VDI
781
Vaughan David Investments
Illinois
$524K
BWM
782
BKM Wealth Management
Wisconsin
$524K -$14.2K -193 -3%
RYIA
783
Roehl & Yi Investment Advisors
Oregon
$524K +$8.25K +112 +2%
HI
784
Harbour Investments
Wisconsin
$523K -$2.43K -33 -0.5%
WT
785
Washington Trust
Rhode Island
$522K +$42.4K +576 +9%
DWM
786
Drive Wealth Management
Utah
$521K +$1.62K +22 +0.3%
Janus Henderson Group
787
Janus Henderson Group
United Kingdom
$520K +$4.05K +55 +0.8%
FDCDDQ
788
Federation des caisses Desjardins du Quebec
Quebec, Canada
$520K -$49K -665 -9%
SAMT
789
Select Asset Management & Trust
Pennsylvania
$520K
PFBT
790
Parkside Financial Bank & Trust
Missouri
$516K +$37.7K +512 +8%
FTC
791
Farmers Trust Company
Ohio
$514K +$36.8K +500 +8%
WIC
792
Woodmont Investment Counsel
Tennessee
$512K
FNBOH
793
First National Bank of Hutchinson
Kansas
$511K +$1.25K +17 +0.2%
SWM
794
Seed Wealth Management
Illinois
$509K -$22.1K -300 -4%
KCPG
795
Kavar Capital Partners Group
Kansas
$509K +$2.87K +39 +0.6%
1CP
796
17 Capital Partners
Arizona
$506K +$254K +3,451 +100%
FMWA
797
Forvis Mazars Wealth Advisors
Missouri
$506K +$5.23K +71 +1%
MWM
798
Modern Wealth Management
Kansas
$505K +$44.8K +608 +10%
HCA
799
Harbour Capital Advisors
Virginia
$505K +$23.9K +325 +5%
LI
800
LMCG Investments
Massachusetts
$503K -$9.06K -123 -2%