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
BAM
926
Brave Asset Management
New Jersey
$343K
SA
927
Sonoma Allocations
California
$343K
EFS
928
Essex Financial Services
Connecticut
$342K
CAL
929
Capital Analysts LLC
Pennsylvania
$342K
BWM
930
Baron Wealth Management
Michigan
$340K
CP
931
Canopy Partners
Ohio
$340K
AOWM
932
Alpha Omega Wealth Management
Virginia
$339K
DJSG
933
D.J. St. Germain
Massachusetts
$339K
BCG
934
Breakwater Capital Group
New Jersey
$339K
BAM
935
Broyhill Asset Management
North Carolina
$339K
ML
936
McAdam LLC
Pennsylvania
$338K
AA
937
Argent Advisors
Louisiana
$337K
FVWA
938
Foster Victor Wealth Advisors
South Carolina
$337K
PAM
939
Parvin Asset Management
South Dakota
$336K
CA
940
Cache Advisors
California
$335K
PCMK
941
Paragon Capital Management (Kansas)
Kansas
$335K
MGIA
942
Moneta Group Investment Advisors
Missouri
$334K
IAIM
943
International Assets Investment Management
Florida
$334K
SW
944
SVB Wealth
Massachusetts
$331K
ACM
945
Advisors Capital Management
New Jersey
$329K
RA
946
Riversedge Advisors
Delaware
$326K
VIPI
947
Vista Investment Partners II
Indiana
$325K
CAM
948
Carret Asset Management
New York
$324K
KIA
949
KCM Investment Advisors
California
$321K
RFN
950
RDA Financial Network
Iowa
$320K