1,384 hedge funds and large institutions have $25.9B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 494 increasing their positions, 494 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

0.34% less ownership

Funds ownership: 12.73%12.39% (-0.34%)

5% less capital invested

Capital invested by funds: $27.2B → $25.9B (-$1.28B)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,384
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
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LKIM
901
Lawson Kroeker Investment Management
Nebraska
$360K
LF
902
Lantz Financial
Illinois
$360K
JFGIW
903
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K
CCC
904
Chelsea Counsel Company
California
$359K
FCH
905
Freestone Capital Holdings
Washington
$358K
RSWM
906
Robertson Stephens Wealth Management
California
$358K
HJGA
907
Hardman Johnston Global Advisors
Connecticut
$358K
VM
908
VPR Management
Texas
$358K
SDJVC
909
St. Denis J. Villere & Co
Louisiana
$358K
CI
910
Corient IA
Florida
$358K
RDWM
911
Red Door Wealth Management
Tennessee
$357K
TAM
912
Titleist Asset Management
Texas
$357K
FWIA
913
Fort Washington Investment Advisors
Ohio
$356K
SAIG
914
Semper Augustus Investments Group
Colorado
$355K
I2I
915
Insight 2811 Inc
Illinois
$354K
TT
916
TI-Trust
Illinois
$354K
PGF
917
Plan Group Financial
Oklahoma
$351K
AIM
918
Anchor Investment Management
South Carolina
$350K
ANTB
919
AMG National Trust Bank
Colorado
$350K
LNB
920
Ledyard National Bank
$350K
TFA
921
Transamerica Financial Advisors
Florida
$349K
GSB
922
Greenfield Savings Bank
Massachusetts
$349K
EGA
923
E&G Advisors
Texas
$348K
AB
924
Atlas Brown
Kentucky
$346K
NSIM
925
North Star Investment Management
Illinois
$344K