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
CPIG
1001
Chicago Partners Investment Group
Illinois
$271K
BBA
1002
Braun-Bostich & Associates
Pennsylvania
$270K
CCWM
1003
Cassaday & Co Wealth Management
Virginia
$269K
SWM
1004
Shepherd Wealth Management
Ohio
$269K
CFG
1005
Cooper Financial Group
California
$268K
WDC
1006
Woodward Diversified Capital
California
$268K
PCM
1007
Park Capital Management
Wisconsin
$267K
PWP
1008
Phillips Wealth Planners
Mississippi
$263K
IAMOG
1009
Investors Asset Management of Georgia
Georgia
$263K
HWA
1010
HCR Wealth Advisors
California
$262K
CPW
1011
Cove Private Wealth
New York
$261K
SL
1012
Sentry LLC
Tennessee
$261K
PCM
1013
Parsons Capital Management
Rhode Island
$260K
VWM
1014
Venturi Wealth Management
Texas
$260K
NAS
1015
Nicolet Advisory Services
Wisconsin
$259K
KA
1016
Klingman & Associates
New York
$259K
SG
1017
StoneX Group
New York
$259K
PHS
1018
Pekin Hardy Strauss
Illinois
$258K
CFS
1019
CRA Financial Services
New Jersey
$258K
TLP
1020
Trinity Legacy Partners
Texas
$258K
TWP
1021
Tyche Wealth Partners
Texas
$255K
DWM
1022
Diversify Wealth Management
Utah
$252K
WAM
1023
Weinberger Asset Management
California
$252K
HI
1024
Horizon Investments
North Carolina
$252K
BFG
1025
Berger Financial Group
Minnesota
$252K