1,338 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 476 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
-31
Holders Change %
-2.26%
% of All Funds
19.35%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
476
Reduced
485
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
901
AllSquare Wealth Management
New York
$330K +$19.8K +300 +6%
LIA
902
Lynx Investment Advisory
District of Columbia
$329K
GFG
903
Goldstone Financial Group
Illinois
$329K +$58.6K +889 +22%
SAIG
904
Semper Augustus Investments Group
Colorado
$328K
HDIM
905
Hanson & Doremus Investment Management
Vermont
$326K -$71.2K -1,079 -18%
TT
906
TI-Trust
Illinois
$324K
BL
907
Balentine LLC
Georgia
$324K +$198 +3 +0.1%
BJL
908
Brighton Jones LLC
Washington
$324K -$139K -2,115 -30%
WA
909
Wealthstream Advisors
New York
$324K -$24.1K -365 -7%
RDWM
910
Red Door Wealth Management
Tennessee
$322K -$3.3K -50 -1%
LF
911
Lantz Financial
Illinois
$322K -$2.37K -36 -0.7%
RCA
912
Resonant Capital Advisors
Wisconsin
$321K -$1.58K -24 -0.5%
IP
913
Isthmus Partners
Wisconsin
$321K
IWA
914
Icon Wealth Advisors
Texas
$321K +$92.9K +1,408 +41%
AB
915
Atlas Brown
Kentucky
$319K
CAM
916
Concorde Asset Management
Michigan
$319K -$330 -5 -0.1%
EGA
917
E&G Advisors
Texas
$318K
NGA
918
Naples Global Advisors
Florida
$318K
BAM
919
Brave Asset Management
New Jersey
$317K
BBI
920
Baxter Bros Inc
Connecticut
$316K -$79.8K -1,210 -20%
AHL
921
Abel Hall LLC
Louisiana
$315K -$6.92K -105 -2%
CWP
922
CFM Wealth Partners
Texas
$315K
FTWA
923
Fifth Third Wealth Advisors
Ohio
$314K +$47.2K +715 +18%
AC
924
Avestar Capital
New York
$312K +$66 +1 +0%
JSW
925
Journey Strategic Wealth
New Jersey
$311K +$38.9K +590 +14%