1,375 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, 490 increasing their positions, 490 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,375
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
CMMS
1001
Comprehensive Money Management Services
Florida
$283K
PAM
1002
Palisade Asset Management
Minnesota
$283K
CSPIA
1003
Cary Street Partners Investment Advisory
Virginia
$282K
WG
1004
Welch Group
Alabama
$281K
WPW
1005
Waldron Private Wealth
Pennsylvania
$280K
CCFCSB
1006
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
GP
1007
Greenline Partners
New York
$275K
PS
1008
Planned Solutions
California
$275K
SP
1009
Successful Portfolios
Florida
$272K
SPWG
1010
Syntegra Private Wealth Group
Missouri
$272K
SC
1011
Saturna Capital
Washington
$272K
KA
1012
Kozak & Associates
Colorado
$271K
CPIG
1013
Chicago Partners Investment Group
Illinois
$271K
BBA
1014
Braun-Bostich & Associates
Pennsylvania
$270K
CCWM
1015
Cassaday & Co Wealth Management
Virginia
$269K
SWM
1016
Shepherd Wealth Management
Ohio
$269K
CFG
1017
Cooper Financial Group
California
$268K
WDC
1018
Woodward Diversified Capital
California
$268K
PCM
1019
Park Capital Management
Wisconsin
$267K
PWP
1020
Phillips Wealth Planners
Mississippi
$263K
IAMOG
1021
Investors Asset Management of Georgia
Georgia
$263K
HWA
1022
HCR Wealth Advisors
California
$262K
CPW
1023
Cove Private Wealth
New York
$261K
SL
1024
Sentry LLC
Tennessee
$261K
PCM
1025
Parsons Capital Management
Rhode Island
$260K