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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
MOS
1001
MGO One Seven
Ohio
$304K
FFS
1002
Founders Financial Securities
Maryland
$304K
DA
1003
Doliver Advisors
Texas
$304K
CHAM
1004
Clear Harbor Asset Management
Connecticut
$303K
WG
1005
Welch Group
Alabama
$302K
GF
1006
Goodman Financial
Texas
$302K
LI
1007
Lafayette Investments
Maryland
$301K
CTA
1008
Clear Trail Advisors
Texas
$300K
BA
1009
Ballew Advisors
Mississippi
$300K
CFG
1010
Cooper Financial Group
California
$299K
IAP
1011
Indie Asset Partners
Indiana
$299K
PHS
1012
Pekin Hardy Strauss
Illinois
$299K
NCM
1013
Northside Capital Management
Oregon
$295K
RF
1014
RHS Financial
California
$294K
SDJVC
1015
St. Denis J. Villere & Co
Louisiana
$294K
AWP
1016
Accretive Wealth Partners
New Jersey
$294K
CIC
1017
Chilton Investment Company
Connecticut
$294K
APG
1018
Abacus Planning Group
South Carolina
$294K
UPS
1019
UHLMANN PRICE SECURITIES
Illinois
$294K
AIM
1020
Avity Investment Management
Connecticut
$293K
JCM
1021
Jacobi Capital Management
Pennsylvania
$293K
ETS
1022
ESL Trust Services
New York
$293K
SWA
1023
Sax Wealth Advisors
New Jersey
$293K
CCWM
1024
Cassaday & Co Wealth Management
Virginia
$292K
DE
1025
Diversified Enterprises
Delaware
$291K