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
FMP
976
Financial Management Professionals
Texas
$290K
AWM
977
Angeles Wealth Management
California
$290K
ETS
978
ESL Trust Services
New York
$289K
NAM
979
NorthCrest Asset Manangement
Minnesota
$288K
SWA
980
Sax Wealth Advisors
New Jersey
$287K
NCM
981
Northside Capital Management
Oregon
$287K
AWP
982
Accretive Wealth Partners
New Jersey
$286K
CIC
983
Chilton Investment Company
Connecticut
$286K
UPS
984
UHLMANN PRICE SECURITIES
Illinois
$286K
SF
985
Symphony Financial
Texas
$286K
AIM
986
Avity Investment Management
Connecticut
$285K
BCP
987
Blue Chip Partners
Michigan
$284K
FFS
988
Founders Financial Securities
Maryland
$283K
CMMS
989
Comprehensive Money Management Services
Florida
$283K
PAM
990
Palisade Asset Management
Minnesota
$283K
CSPIA
991
Cary Street Partners Investment Advisory
Virginia
$282K
WG
992
Welch Group
Alabama
$281K
WPW
993
Waldron Private Wealth
Pennsylvania
$280K
CCFCSB
994
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
GP
995
Greenline Partners
New York
$275K
PS
996
Planned Solutions
California
$275K
SP
997
Successful Portfolios
Florida
$272K
SPWG
998
Syntegra Private Wealth Group
Missouri
$272K
SC
999
Saturna Capital
Washington
$272K
KA
1000
Kozak & Associates
Colorado
$271K