1,448 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 525 increasing their positions, 480 reducing their positions, and 72 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 (+$629M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,448
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
$910M
Puts
$463M
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
BHBT
826
Burke & Herbert Bank & Trust
Virginia
$470K
BMC
827
Beaton Management Company
Massachusetts
$470K
AWAU
828
Alliance Wealth Advisors (Utah)
Utah
$465K
FMTC
829
Farmers & Merchants Trust Company
California
$465K
RPC
830
Rossmore Private Capital
Connecticut
$464K
GFA
831
Gallagher Fiduciary Advisors
Illinois
$462K
XWL
832
XXI Wealth LLC
Illinois
$462K
MDA
833
Minot DeBlois Advisors
Massachusetts
$460K
MWM
834
Modera Wealth Management
New Jersey
$458K
ANTB
835
AMG National Trust Bank
Colorado
$457K
HR
836
Hardy Reed
Mississippi
$454K
SA
837
Sonoma Allocations
California
$454K
MGWM
838
Marks Group Wealth Management
Minnesota
$453K
RBC
839
Romano Brothers & Co
Illinois
$452K
SN
840
Sittner & Nelson
Oregon
$451K
LCWP
841
Legacy Capital Wealth Partners
Arkansas
$451K
AWS
842
Arkfeld Wealth Strategies
Nebraska
$451K
JRPIM
843
Journey Retirement Planning & Investment Management
Idaho
$450K
RIL
844
Rothschild Investment LLC
Illinois
$449K
RIG
845
RiverFront Investment Group
Virginia
$449K
AWM
846
Axxcess Wealth Management
California
$448K
GC
847
Guggenheim Capital
Illinois
$448K
SGI
848
Summit Global Investments
Utah
$447K
AG
849
Ascent Group
Virginia
$447K
HA
850
Hamel Associates
New Jersey
$446K