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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 480 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 72

96% more call options, than puts

Call options by funds: $910M | Put options by funds: $463M

4% more funds holding

Funds holding: 1,3901,450 (+60)

10% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 480

2% more capital invested

Capital invested by funds: $25.9B → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
Holders Change
+60
Holders Change %
+4.32%
% of All Funds
17.64%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
157
Increased
527
Reduced
480
Closed
72
Calls
$910M
Puts
$463M
Net Calls
+$447M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
851
Ascent Group
Virginia
$447K -$37.7K -512 -8%
HA
852
Hamel Associates
New Jersey
$446K
TTWM
853
TCV Trust & Wealth Management
Virginia
$446K -$29.5K -400 -6%
HP
854
Holistic Planning
Texas
$445K -$13.6K -184 -3%
BL
855
Balentine LLC
Georgia
$445K +$194K +2,640 +77%
OPCM
856
Osborne Partners Capital Management
California
$442K -$294K -3,985 -40%
AAIM
857
Asset Advisors Investment Management
Georgia
$441K
CC
858
Commons Capital
Massachusetts
$441K
SA
859
Strategic Advisors
New York
$441K
CIAS
860
Capital Investment Advisory Services
North Carolina
$440K +$884 +12 +0.2%
OIA
861
OneDigital Investment Advisors
Kansas
$439K -$70.1K -951 -14%
WAG
862
Wallace Advisory Group
California
$436K -$223K -3,028 -34%
ACM
863
Alessandra Capital Management
California
$435K +$436K +5,922 New
TCBWMS
864
Texas Capital Bank Wealth Management Services
Texas
$434K +$435K +5,905 New
ATC
865
Argent Trust Co
Tennessee
$434K -$36.4K -494 -8%
NAM
866
NorthCrest Asset Manangement
Minnesota
$432K +$141K +1,919 +50%
ECA
867
Elevated Capital Advisors
Utah
$432K +$1.62K +22 +0.4%
PMAM
868
Picton Mahoney Asset Management
Ontario, Canada
$429K +$854K +11,600 New
EPW
869
Elevated Private Wealth
Wisconsin
$425K +$427K +5,790 New
PWPS
870
Pinnacle Wealth Planning Services
Ohio
$423K -$5.6K -76 -1%
Balyasny Asset Management
871
Balyasny Asset Management
Illinois
$421K -$452K -6,131 -52%
STS
872
SG Trading Solutions
Utah
$419K +$420K +5,706 New
RC
873
Rexford Capital
Texas
$418K +$2.95K +40 +0.7%
MGIA
874
Moneta Group Investment Advisors
Missouri
$418K +$74.5K +1,012 +22%
WSC
875
Wellington Shields & Co
New York
$417K +$44.2K +600 +12%