1,384 hedge funds and large institutions have $25.9B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 494 increasing their positions, 494 reducing their positions, and 86 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 funds holding

Funds holding:

0.34% less ownership

Funds ownership: 12.73%12.39% (-0.34%)

5% less capital invested

Capital invested by funds: $27.2B → $25.9B (-$1.28B)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,384
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
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
801
Ascent Group
Virginia
$471K
GCM
802
Gables Capital Management
Florida
$471K
BWM
803
BigSur Wealth Management
Florida
$471K
BC
804
Bridgefront Capital
Texas
$470K
CH
805
Cromwell Holdings
Wyoming
$469K
KA
806
Kovack Advisors
Florida
$468K
WT
807
Washington Trust
Rhode Island
$467K
PFBT
808
Parkside Financial Bank & Trust
Missouri
$466K
CWM
809
Circle Wealth Management
New Jersey
$465K
BHIA
810
Birch Hill Investment Advisors
Massachusetts
$465K
E3F
811
Eight 31 Financial
Texas
$465K
FTC
812
Farmers Trust Company
Ohio
$464K
TTWM
813
TCV Trust & Wealth Management
Virginia
$463K
RPC
814
Rossmore Private Capital
Connecticut
$462K
KOCAA
815
Knights of Columbus Asset Advisors
Connecticut
$462K
GFA
816
Gallagher Fiduciary Advisors
Illinois
$461K
BMC
817
Beaton Management Company
Massachusetts
$461K
CAI
818
Capital Advisors Inc
Oklahoma
$461K
CAG
819
Crestwood Advisors Group
Massachusetts
$460K
BCMLT
820
Beacon Capital Management LLC (Tennessee)
Tennessee
$460K
ESB
821
Essex Savings Bank
Connecticut
$459K
AWS
822
Arkfeld Wealth Strategies
Nebraska
$458K
ATC
823
Argent Trust Co
Tennessee
$458K
MGWM
824
Marks Group Wealth Management
Minnesota
$456K
NFC
825
Northstar Financial Companies
Pennsylvania
$453K