1,362 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 485 increasing their positions, 485 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 1,3741,362 (-12)

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTC
801
Farmers Trust Company
Ohio
$464K
TTWM
802
TCV Trust & Wealth Management
Virginia
$463K
RPC
803
Rossmore Private Capital
Connecticut
$462K
KOCAA
804
Knights of Columbus Asset Advisors
Connecticut
$462K
GFA
805
Gallagher Fiduciary Advisors
Illinois
$461K
BMC
806
Beaton Management Company
Massachusetts
$461K
CAI
807
Capital Advisors Inc
Oklahoma
$461K
CAG
808
Crestwood Advisors Group
Massachusetts
$460K
BCMLT
809
Beacon Capital Management LLC (Tennessee)
Tennessee
$460K
ESB
810
Essex Savings Bank
Connecticut
$459K
AWS
811
Arkfeld Wealth Strategies
Nebraska
$458K
ATC
812
Argent Trust Co
Tennessee
$458K
MGWM
813
Marks Group Wealth Management
Minnesota
$456K
NFC
814
Northstar Financial Companies
Pennsylvania
$453K
WA
815
Wealthstream Advisors
New York
$452K
NIM
816
Northeast Investment Management
Massachusetts
$452K
MWM
817
Modern Wealth Management
Kansas
$448K
ONST
818
Old North State Trust
North Carolina
$448K
MDA
819
Minot DeBlois Advisors
Massachusetts
$448K
HP
820
Holistic Planning
Texas
$447K
BFA
821
Bill Few Associates
Pennsylvania
$445K
UCB
822
United Community Bank
South Carolina
$441K
RBC
823
Romano Brothers & Co
Illinois
$440K
1WM
824
1900 Wealth Management
Texas
$438K
FCG
825
Fielder Capital Group
Tennessee
$437K