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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
FWP
801
FAS Wealth Partners
Kansas
$503K +$3.02K +41 +0.6%
FPAS
802
Focus Partners Advisor Solutions
Missouri
$502K +$106K +1,440 +27%
CC
803
Courier Capital
New York
$502K +$1.47K +20 +0.3%
C
804
Certuity
Florida
$500K -$227K -3,078 -31%
FMI
805
Frec Markets Inc
California
$498K +$500K +6,783 New
AC
806
Avant Capital
Louisiana
$496K
NAM
807
NTV Asset Management
West Virginia
$494K +$50.6K +687 +11%
EB
808
Eastern Bank
Massachusetts
$493K -$10.2K -138 -2%
DCM
809
Dorato Capital Management
Colorado
$492K +$487K +6,612 New
VVP
810
Venture Visionary Partners
Ohio
$491K +$295 +4 +0.1%
EHWM
811
Eads & Heald Wealth Management
Georgia
$491K +$238K +3,230 +94%
NA
812
Nautilus Advisors
California
$490K +$295 +4 +0.1%
PAA
813
Peregrine Asset Advisers
Oregon
$489K +$1.77K +24 +0.4%
BCMLT
814
Beacon Capital Management LLC (Tennessee)
Tennessee
$486K +$13.7K +186 +3%
GCP
815
GSA Capital Partners
United Kingdom
$486K +$487K +6,615 New
KF
816
Krilogy Financial
Missouri
$484K +$274K +3,713 +128%
GCM
817
Gables Capital Management
Florida
$484K
BWM
818
BigSur Wealth Management
Florida
$484K
E3F
819
Eight 31 Financial
Texas
$482K +$4.71K +64 +1%
CH
820
Cromwell Holdings
Wyoming
$481K
CAG
821
Crestwood Advisors Group
Massachusetts
$478K +$5.3K +72 +1%
BHIA
822
Birch Hill Investment Advisors
Massachusetts
$478K
KOCAA
823
Knights of Columbus Asset Advisors
Connecticut
$474K
KP
824
Keel Point
Alabama
$472K -$22.9K -311 -5%
CAI
825
Capital Advisors Inc
Oklahoma
$472K -$1.55K -21 -0.3%