1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $25.9B → $26.5B (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
Net Calls
Net Calls Change

Top Buyers

1 +$263M
2 +$167M
3 +$127M
4
Jennison Associates
Jennison Associates
New York
+$66.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
MDA
826
Minot DeBlois Advisors
Massachusetts
$460K
MWM
827
Modera Wealth Management
New Jersey
$458K
ANTB
828
AMG National Trust Bank
Colorado
$457K
HR
829
Hardy Reed
Mississippi
$454K
SA
830
Sonoma Allocations
California
$454K
MGWM
831
Marks Group Wealth Management
Minnesota
$453K
RBC
832
Romano Brothers & Co
Illinois
$452K
SN
833
Sittner & Nelson
Oregon
$451K
LCWP
834
Legacy Capital Wealth Partners
Arkansas
$451K
AWS
835
Arkfeld Wealth Strategies
Nebraska
$451K
RIL
836
Rothschild Investment LLC
Illinois
$449K
RIG
837
RiverFront Investment Group
Virginia
$449K
AWM
838
Axxcess Wealth Management
California
$448K
GC
839
Guggenheim Capital
Illinois
$448K
SGI
840
Summit Global Investments
Utah
$447K
AG
841
Ascent Group
Virginia
$447K
HA
842
Hamel Associates
New Jersey
$446K
TTWM
843
TCV Trust & Wealth Management
Virginia
$446K
HP
844
Holistic Planning
Texas
$445K
BL
845
Balentine LLC
Georgia
$445K
OPCM
846
Osborne Partners Capital Management
California
$442K
SA
847
Strategic Advisors
New York
$441K
CC
848
Commons Capital
Massachusetts
$441K
AAIM
849
Asset Advisors Investment Management
Georgia
$441K
CIAS
850
Capital Investment Advisory Services
North Carolina
$440K