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
TTWM
851
TCV Trust & Wealth Management
Virginia
$446K
HP
852
Holistic Planning
Texas
$445K
BL
853
Balentine LLC
Georgia
$445K
OPCM
854
Osborne Partners Capital Management
California
$442K
CC
855
Commons Capital
Massachusetts
$441K
AAIM
856
Asset Advisors Investment Management
Georgia
$441K
SA
857
Strategic Advisors
New York
$441K
CIAS
858
Capital Investment Advisory Services
North Carolina
$440K
OIA
859
OneDigital Investment Advisors
Kansas
$439K
WAG
860
Wallace Advisory Group
California
$436K
ACM
861
Alessandra Capital Management
California
$435K
TCBWMS
862
Texas Capital Bank Wealth Management Services
Texas
$434K
ATC
863
Argent Trust Co
Tennessee
$434K
NAM
864
NorthCrest Asset Manangement
Minnesota
$432K
ECA
865
Elevated Capital Advisors
Utah
$432K
PMAM
866
Picton Mahoney Asset Management
Ontario, Canada
$429K
EPW
867
Elevated Private Wealth
Wisconsin
$425K
PWPS
868
Pinnacle Wealth Planning Services
Ohio
$423K
Balyasny Asset Management
869
Balyasny Asset Management
Illinois
$421K
STS
870
SG Trading Solutions
Utah
$419K
RC
871
Rexford Capital
Texas
$418K
MGIA
872
Moneta Group Investment Advisors
Missouri
$418K
WSC
873
Wellington Shields & Co
New York
$417K
CBOR
874
Community Bank of Raymore
Missouri
$415K
AP
875
Anchyra Partners
Georgia
$415K