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
SDJVC
1001
St. Denis J. Villere & Co
Louisiana
$294K
CIC
1002
Chilton Investment Company
Connecticut
$294K
AWP
1003
Accretive Wealth Partners
New Jersey
$294K
APG
1004
Abacus Planning Group
South Carolina
$294K
UPS
1005
UHLMANN PRICE SECURITIES
Illinois
$294K
AIM
1006
Avity Investment Management
Connecticut
$293K
JCM
1007
Jacobi Capital Management
Pennsylvania
$293K
ETS
1008
ESL Trust Services
New York
$293K
SWA
1009
Sax Wealth Advisors
New Jersey
$293K
CCWM
1010
Cassaday & Co Wealth Management
Virginia
$292K
DE
1011
Diversified Enterprises
Delaware
$291K
CMMS
1012
Comprehensive Money Management Services
Florida
$291K
DJSG
1013
D.J. St. Germain
Massachusetts
$290K
BC
1014
Broadwater Capital
Massachusetts
$288K
AW
1015
Alchemi Wealth
Connecticut
$288K
WPW
1016
Waldron Private Wealth
Pennsylvania
$288K
WDC
1017
Woodward Diversified Capital
California
$288K
PS
1018
Planned Solutions
California
$285K
GP
1019
Greenline Partners
New York
$283K
BCP
1020
Blue Chip Partners
Michigan
$283K
SPWG
1021
Syntegra Private Wealth Group
Missouri
$282K
BLFG
1022
Brian Low Financial Group
Louisiana
$281K
CCFCSB
1023
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
AWM
1024
Avior Wealth Management
Nebraska
$278K
NGA
1025
Naples Global Advisors
Florida
$278K