1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 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 (+$627M)

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
1,439
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
FMTC
826
Farmers & Merchants Trust Company
California
$465K
RPC
827
Rossmore Private Capital
Connecticut
$464K
GFA
828
Gallagher Fiduciary Advisors
Illinois
$462K
XWL
829
XXI Wealth LLC
Illinois
$462K
MDA
830
Minot DeBlois Advisors
Massachusetts
$460K
MWM
831
Modera Wealth Management
New Jersey
$458K
ANTB
832
AMG National Trust Bank
Colorado
$457K
HR
833
Hardy Reed
Mississippi
$454K
SA
834
Sonoma Allocations
California
$454K
MGWM
835
Marks Group Wealth Management
Minnesota
$453K
RBC
836
Romano Brothers & Co
Illinois
$452K
SN
837
Sittner & Nelson
Oregon
$451K
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$451K
AWS
839
Arkfeld Wealth Strategies
Nebraska
$451K
RIL
840
Rothschild Investment LLC
Illinois
$449K
RIG
841
RiverFront Investment Group
Virginia
$449K
AWM
842
Axxcess Wealth Management
California
$448K
GC
843
Guggenheim Capital
Illinois
$448K
SGI
844
Summit Global Investments
Utah
$447K
AG
845
Ascent Group
Virginia
$447K
HA
846
Hamel Associates
New Jersey
$446K
TTWM
847
TCV Trust & Wealth Management
Virginia
$446K
HP
848
Holistic Planning
Texas
$445K
BL
849
Balentine LLC
Georgia
$445K
OPCM
850
Osborne Partners Capital Management
California
$442K