1,448 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 525 increasing their positions, 480 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 (+$629M)

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
1,448
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
MB
901
MidFirst Bank
Oklahoma
$384K
RSWM
902
Robertson Stephens Wealth Management
California
$383K
CWM
903
Circle Wealth Management
New Jersey
$383K
DAS
904
Diversify Advisory Services
Utah
$383K
NAS
905
NWF Advisory Services
California
$382K
VIP
906
Vista Investment Partners
Oklahoma
$382K
RCA
907
Resonant Capital Advisors
Wisconsin
$381K
CWM
908
Cordatus Wealth Management
Pennsylvania
$381K
PP
909
Patten & Patten
Tennessee
$379K
KIA
910
KCM Investment Advisors
California
$377K
JWA
911
JFS Wealth Advisors
Pennsylvania
$377K
SFO
912
Stokes Family Office
Louisiana
$377K
BCM
913
Banyan Capital Management
Georgia
$375K
CA
914
Cullinan Associates
Kentucky
$375K
LCM
915
Lunt Capital Management
Utah
$375K
LFG
916
Larson Financial Group
Missouri
$373K
AMM
917
American Money Management
California
$373K
TW
918
TritonPoint Wealth
Maryland
$372K
LF
919
Lantz Financial
Illinois
$371K
SWM
920
Silverlake Wealth Management
Vermont
$370K
CCC
921
Chelsea Counsel Company
California
$368K
SA
922
Sovran Advisors
California
$368K
HJGA
923
Hardman Johnston Global Advisors
Connecticut
$367K
VM
924
VPR Management
Texas
$367K
AIA
925
AIMZ Investment Advisors
California
$366K