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
BFA
876
Bill Few Associates
Pennsylvania
$406K
BIM
877
Bridges Investment Management
Nebraska
$405K
PFA
878
Pure Financial Advisors
California
$405K
CIAS
879
CFS Investment Advisory Services
New Jersey
$405K
FCBT
880
First Citizens Bank & Trust
North Carolina
$404K
BCM
881
Brookstone Capital Management
Illinois
$403K
FVWA
882
Foster Victor Wealth Advisors
South Carolina
$403K
NP
883
NorthRock Partners
Minnesota
$402K
FCA
884
FLC Capital Advisors
California
$402K
MJP
885
Michael J. Puzo
$400K
BCP
886
Berkeley Capital Partners
Georgia
$399K
EMAM
887
Encompass More Asset Management
California
$394K
NIM
888
Northeast Investment Management
Massachusetts
$393K
NFG
889
Nations Financial Group
Iowa
$392K
TFA
890
Transamerica Financial Advisors
Florida
$392K
EFS
891
Essex Financial Services
Connecticut
$387K
DCA
892
DSG Capital Advisors
Minnesota
$387K
PP
893
PFS Partners
New Jersey
$386K
EW
894
Element Wealth
Mississippi
$386K
PCS
895
Personal CFO Solutions
New Jersey
$384K
MB
896
MidFirst Bank
Oklahoma
$384K
RSWM
897
Robertson Stephens Wealth Management
California
$383K
CWM
898
Circle Wealth Management
New Jersey
$383K
DAS
899
Diversify Advisory Services
Utah
$383K
NAS
900
NWF Advisory Services
California
$382K