1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 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 (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
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
AWM
951
Angeles Wealth Management
California
$338K
AIM
952
Anchor Investment Management
South Carolina
$337K
AA
953
Argent Advisors
Louisiana
$335K
GWP
954
Gateway Wealth Partners
Wisconsin
$334K
VIPI
955
Vista Investment Partners II
Indiana
$334K
CAM
956
Carret Asset Management
New York
$333K
RFN
957
RDA Financial Network
Iowa
$331K
FFC
958
First Financial Corp
Indiana
$327K
CLIP
959
Colter Lewis Investment Partners
Connecticut
$325K
VWM
960
Venturi Wealth Management
Texas
$325K
CTC
961
Cetera Trust Company
Minnesota
$324K
GC
962
Grange Capital
Oregon
$324K
KCFA
963
Key Client Fiduciary Advisors
New Jersey
$324K
AW
964
Alteri Wealth
California
$324K
KLWA
965
Kelly Lawrence W & Associates
California
$323K
SW
966
SVB Wealth
Massachusetts
$323K
GIP
967
Granite Investment Partners
California
$320K
IA
968
Integrity Alliance
Iowa
$320K
DWM
969
Diversify Wealth Management
Utah
$319K
AWA
970
Arete Wealth Advisors
Illinois
$318K
RMAM
971
Raab & Moskowitz Asset Management
New Jersey
$318K
SC
972
Sepio Capital
Utah
$317K
TW
973
Traveka Wealth
California
$317K
AO
974
Advisor OS
Illinois
$316K
JFGIW
975
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$315K