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
GTAM
776
Global Trust Asset Management
Florida
$531K
EWA
777
EverSource Wealth Advisors
Alabama
$530K
SCM
778
Schnieders Capital Management
California
$528K
VDI
779
Vaughan David Investments
Illinois
$524K
BWM
780
BKM Wealth Management
Wisconsin
$524K
RYIA
781
Roehl & Yi Investment Advisors
Oregon
$524K
HI
782
Harbour Investments
Wisconsin
$523K
WT
783
Washington Trust
Rhode Island
$522K
DWM
784
Drive Wealth Management
Utah
$521K
Janus Henderson Group
785
Janus Henderson Group
United Kingdom
$520K
FDCDDQ
786
Federation des caisses Desjardins du Quebec
Quebec, Canada
$520K
SAMT
787
Select Asset Management & Trust
Pennsylvania
$520K
PFBT
788
Parkside Financial Bank & Trust
Missouri
$516K
FTC
789
Farmers Trust Company
Ohio
$514K
WIC
790
Woodmont Investment Counsel
Tennessee
$512K
FNBOH
791
First National Bank of Hutchinson
Kansas
$511K
SWM
792
Seed Wealth Management
Illinois
$509K
KCPG
793
Kavar Capital Partners Group
Kansas
$509K
1CP
794
17 Capital Partners
Arizona
$506K
FMWA
795
Forvis Mazars Wealth Advisors
Missouri
$506K
MWM
796
Modern Wealth Management
Kansas
$505K
HCA
797
Harbour Capital Advisors
Virginia
$505K
LI
798
LMCG Investments
Massachusetts
$503K
FWP
799
FAS Wealth Partners
Kansas
$503K
FPAS
800
Focus Partners Advisor Solutions
Missouri
$502K