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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
KCFA
976
Key Client Fiduciary Advisors
New Jersey
$324K
AW
977
Alteri Wealth
California
$324K
KLWA
978
Kelly Lawrence W & Associates
California
$323K
SW
979
SVB Wealth
Massachusetts
$323K
GIP
980
Granite Investment Partners
California
$320K
IA
981
Integrity Alliance
Iowa
$320K
DWM
982
Diversify Wealth Management
Utah
$319K
AWA
983
Arete Wealth Advisors
Illinois
$318K
RMAM
984
Raab & Moskowitz Asset Management
New Jersey
$318K
SC
985
Sepio Capital
Utah
$317K
TW
986
Traveka Wealth
California
$317K
AO
987
Advisor OS
Illinois
$316K
JFGIW
988
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$315K
MIM
989
Marco Investment Management
Georgia
$314K
SDAM
990
Shulman DeMeo Asset Management
New York
$312K
RDWM
991
Red Door Wealth Management
Tennessee
$312K
DI
992
Diligent Investors
California
$311K
CWS
993
Cypress Wealth Services
California
$309K
WP
994
Westmount Partners
California
$309K
HC
995
Hara Capital
Washington
$306K
SWMP
996
Signature Wealth Management Partners
New Jersey
$306K
TAM
997
Titleist Asset Management
Texas
$306K
SSC
998
Syverson Strege & Co
Iowa
$305K
FWP
999
Flatrock Wealth Partners
California
$305K
CAM
1000
Concorde Asset Management
Michigan
$305K