1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 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 → $26.5B (+$627M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,439
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
CFG
1001
Cooper Financial Group
California
$299K
IAP
1002
Indie Asset Partners
Indiana
$299K
PHS
1003
Pekin Hardy Strauss
Illinois
$299K
NCM
1004
Northside Capital Management
Oregon
$295K
RF
1005
RHS Financial
California
$294K
SDJVC
1006
St. Denis J. Villere & Co
Louisiana
$294K
CIC
1007
Chilton Investment Company
Connecticut
$294K
AWP
1008
Accretive Wealth Partners
New Jersey
$294K
APG
1009
Abacus Planning Group
South Carolina
$294K
UPS
1010
UHLMANN PRICE SECURITIES
Illinois
$294K
AIM
1011
Avity Investment Management
Connecticut
$293K
JCM
1012
Jacobi Capital Management
Pennsylvania
$293K
ETS
1013
ESL Trust Services
New York
$293K
SWA
1014
Sax Wealth Advisors
New Jersey
$293K
CCWM
1015
Cassaday & Co Wealth Management
Virginia
$292K
DE
1016
Diversified Enterprises
Delaware
$291K
CMMS
1017
Comprehensive Money Management Services
Florida
$291K
DJSG
1018
D.J. St. Germain
Massachusetts
$290K
RCAG
1019
Rehmann Capital Advisory Group
Michigan
$289K
BC
1020
Broadwater Capital
Massachusetts
$288K
AW
1021
Alchemi Wealth
Connecticut
$288K
WPW
1022
Waldron Private Wealth
Pennsylvania
$288K
WDC
1023
Woodward Diversified Capital
California
$288K
PS
1024
Planned Solutions
California
$285K
GP
1025
Greenline Partners
New York
$283K