1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 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 (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
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
FCBT
876
First Citizens Bank & Trust
North Carolina
$404K
BCM
877
Brookstone Capital Management
Illinois
$403K
FVWA
878
Foster Victor Wealth Advisors
South Carolina
$403K
NP
879
NorthRock Partners
Minnesota
$402K
FCA
880
FLC Capital Advisors
California
$402K
MJP
881
Michael J. Puzo
$400K
BCP
882
Berkeley Capital Partners
Georgia
$399K
EMAM
883
Encompass More Asset Management
California
$394K
NIM
884
Northeast Investment Management
Massachusetts
$393K
NFG
885
Nations Financial Group
Iowa
$392K
TFA
886
Transamerica Financial Advisors
Florida
$392K
EFS
887
Essex Financial Services
Connecticut
$387K
DCA
888
DSG Capital Advisors
Minnesota
$387K
PP
889
PFS Partners
New Jersey
$386K
EW
890
Element Wealth
Mississippi
$386K
PCS
891
Personal CFO Solutions
New Jersey
$384K
MB
892
MidFirst Bank
Oklahoma
$384K
RSWM
893
Robertson Stephens Wealth Management
California
$383K
CWM
894
Circle Wealth Management
New Jersey
$383K
DAS
895
Diversify Advisory Services
Utah
$383K
VIP
896
Vista Investment Partners
Oklahoma
$382K
RCA
897
Resonant Capital Advisors
Wisconsin
$381K
CWM
898
Cordatus Wealth Management
Pennsylvania
$381K
PP
899
Patten & Patten
Tennessee
$379K
KIA
900
KCM Investment Advisors
California
$377K