1,360 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 485 increasing their positions, 484 reducing their positions, and 83 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 ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

1% less funds holding

Funds holding: 1,3741,360 (-14)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
FVWA
926
Foster Victor Wealth Advisors
South Carolina
$337K
PAM
927
Parvin Asset Management
South Dakota
$336K
CA
928
Cache Advisors
California
$335K
PCMK
929
Paragon Capital Management (Kansas)
Kansas
$335K
MGIA
930
Moneta Group Investment Advisors
Missouri
$334K
IAIM
931
International Assets Investment Management
Florida
$334K
SW
932
SVB Wealth
Massachusetts
$331K
ACM
933
Advisors Capital Management
New Jersey
$329K
RA
934
Riversedge Advisors
Delaware
$326K
VIPI
935
Vista Investment Partners II
Indiana
$325K
CAM
936
Carret Asset Management
New York
$324K
KIA
937
KCM Investment Advisors
California
$321K
RFN
938
RDA Financial Network
Iowa
$320K
NRC
939
New Republic Capital
North Carolina
$320K
AW
940
Alteri Wealth
California
$319K
FFC
941
First Financial Corp
Indiana
$318K
NGA
942
Naples Global Advisors
Florida
$318K
AWA
943
Arete Wealth Advisors
Illinois
$316K
GC
944
Grange Capital
Oregon
$316K
KLWA
945
Kelly Lawrence W & Associates
California
$315K
FPL
946
Fortress Private Ledger
North Carolina
$314K
CTC
947
Cetera Trust Company
Minnesota
$314K
SAA
948
Southeast Asset Advisors
Georgia
$313K
TP
949
Tranquility Partners
Tennessee
$312K
GIP
950
Granite Investment Partners
California
$312K