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
WA
826
Wealthstream Advisors
New York
$452K
NIM
827
Northeast Investment Management
Massachusetts
$452K
MWM
828
Modern Wealth Management
Kansas
$448K
ONST
829
Old North State Trust
North Carolina
$448K
MDA
830
Minot DeBlois Advisors
Massachusetts
$448K
HP
831
Holistic Planning
Texas
$447K
BFA
832
Bill Few Associates
Pennsylvania
$445K
UCB
833
United Community Bank
South Carolina
$441K
RBC
834
Romano Brothers & Co
Illinois
$440K
1WM
835
1900 Wealth Management
Texas
$438K
FCG
836
Fielder Capital Group
Tennessee
$437K
AWM
837
Axxcess Wealth Management
California
$437K
RIL
838
Rothschild Investment LLC
Illinois
$434K
NAM
839
NTV Asset Management
West Virginia
$431K
RIG
840
RiverFront Investment Group
Virginia
$431K
PSP
841
Principal Street Partners
Tennessee
$430K
HA
842
Hamel Associates
New Jersey
$430K
MYIA
843
Mount Yale Investment Advisors
Colorado
$430K
CC
844
Commons Capital
Massachusetts
$429K
AAIM
845
Asset Advisors Investment Management
Georgia
$429K
SA
846
Strategic Advisors
New York
$429K
SN
847
Sittner & Nelson
Oregon
$429K
CIAS
848
Capital Investment Advisory Services
North Carolina
$428K
SW
849
SteelPeak Wealth
California
$428K
AWM
850
Aprio Wealth Management
Georgia
$425K