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
AWM
826
Axxcess Wealth Management
California
$437K
RIL
827
Rothschild Investment LLC
Illinois
$434K
NAM
828
NTV Asset Management
West Virginia
$431K
RIG
829
RiverFront Investment Group
Virginia
$431K
PSP
830
Principal Street Partners
Tennessee
$430K
HA
831
Hamel Associates
New Jersey
$430K
MYIA
832
Mount Yale Investment Advisors
Colorado
$430K
CC
833
Commons Capital
Massachusetts
$429K
AAIM
834
Asset Advisors Investment Management
Georgia
$429K
SA
835
Strategic Advisors
New York
$429K
SWGC
836
Summit Wealth Group (Colorado)
Colorado
$429K
SN
837
Sittner & Nelson
Oregon
$429K
CIAS
838
Capital Investment Advisory Services
North Carolina
$428K
SW
839
SteelPeak Wealth
California
$428K
AWM
840
Aprio Wealth Management
Georgia
$425K
MWM
841
Modera Wealth Management
New Jersey
$422K
AA
842
Ancora Advisors
Ohio
$421K
FIA
843
Foundations Investment Advisors
Arizona
$421K
ECA
844
Elevated Capital Advisors
Utah
$419K
CIAS
845
CFS Investment Advisory Services
New Jersey
$418K
PWPS
846
Pinnacle Wealth Planning Services
Ohio
$417K
LCWP
847
Legacy Capital Wealth Partners
Arkansas
$412K
CBOR
848
Community Bank of Raymore
Missouri
$404K
AC
849
Avestar Capital
New York
$404K
RC
850
Rexford Capital
Texas
$404K