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
MWM
851
Modera Wealth Management
New Jersey
$422K
AA
852
Ancora Advisors
Ohio
$421K
FIA
853
Foundations Investment Advisors
Arizona
$421K
ECA
854
Elevated Capital Advisors
Utah
$419K
CIAS
855
CFS Investment Advisory Services
New Jersey
$418K
PWPS
856
Pinnacle Wealth Planning Services
Ohio
$417K
LCWP
857
Legacy Capital Wealth Partners
Arkansas
$412K
CBOR
858
Community Bank of Raymore
Missouri
$404K
AC
859
Avestar Capital
New York
$404K
RC
860
Rexford Capital
Texas
$404K
BIM
861
Bridges Investment Management
Nebraska
$402K
FPAS
862
Focus Partners Advisor Solutions
Missouri
$402K
WHC
863
Wulff, Hansen & Co
California
$401K
SMA
864
Seven Mile Advisory
New Jersey
$397K
HCP
865
Hardin Capital Partners
South Carolina
$395K
SC
866
SummitTX Capital
Texas
$395K
CWM
867
Cordatus Wealth Management
Pennsylvania
$393K
LSIA
868
LaSalle St. Investment Advisors
Illinois
$390K
MJP
869
Michael J. Puzo
$390K
HR
870
Hardy Reed
Mississippi
$390K
BCP
871
Berkeley Capital Partners
Georgia
$389K
PP
872
Patten & Patten
Tennessee
$387K
DAS
873
Diversify Advisory Services
Utah
$386K
BFA
874
Beaumont Financial Advisors
Massachusetts
$386K
EMAM
875
Encompass More Asset Management
California
$385K