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1,581 hedge funds and large institutions have $34.5B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 240 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 76

100% more funds holding in top 10

Funds holding in top 10: 1632 (+16)

77% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $769M

30% more capital invested

Capital invested by funds: $26.6B → $34.5B (+$7.93B)

9% more funds holding

Funds holding: 1,4501,581 (+131)

0.51% more ownership

Funds ownership: 12.59%13.11% (+0.51%)

0% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 521

Holders
1,581
Holders Change
+131
Holders Change %
+9.03%
% of All Funds
19.48%
Holding in Top 10
32
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+100%
% of All Funds
0.39%
New
240
Increased
522
Reduced
521
Closed
76
Calls
$1.36B
Puts
$769M
Net Calls
+$591M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1001
International Assets Investment Management
Florida
$377K -$43.3K -536 -12%
KCFA
1002
Key Client Fiduciary Advisors
New Jersey
$374K -$31.7K -392 -9%
CFG
1003
Cooper Financial Group
California
$373K -$4.2K -52 -1%
AWP
1004
Accretive Wealth Partners
New Jersey
$372K
CA
1005
Callahan Advisors
Texas
$372K +$323K +3,995 New
AIM
1006
Avity Investment Management
Connecticut
$371K
ETS
1007
ESL Trust Services
New York
$371K
KMWM
1008
Keudell/Morrison Wealth Management
Oregon
$370K +$32.2K +398 +11%
SIC
1009
Salem Investment Counselors
North Carolina
$370K +$322K +3,982 New
LW
1010
Linscomb Wealth
Texas
$368K +$82.3K +1,019 +35%
FB
1011
Fulton Bank
Pennsylvania
$367K +$56.2K +695 +21%
PWP
1012
Phillips Wealth Planners
Mississippi
$367K +$68.2K +844 +24%
KA
1013
Klingman & Associates
New York
$366K +$14.1K +174 +5%
VI
1014
VectorGlobal IAG
Florida
$366K +$318K +3,933 New
AW
1015
Alchemi Wealth
Connecticut
$365K +$485 +6 +0.2%
FWP
1016
Flatrock Wealth Partners
California
$365K -$18.2K -225 -5%
JCM
1017
Jacobi Capital Management
Pennsylvania
$364K -$5.82K -72 -2%
CIA
1018
Cape Investment Advisory
Georgia
$362K +$258K +3,187 +450%
GSEP
1019
Golden State Equity Partners
California
$362K +$48.5K +600 +18%
AGC
1020
Aspen Grove Capital
Colorado
$361K +$93.4K +1,156 +42%
AAP
1021
Arax Advisory Partners
Colorado
$361K -$1.97M -24,323 -86%
PS
1022
Planned Solutions
California
$361K
GP
1023
Greenline Partners
New York
$360K +$1.94K +24 +0.6%
MIM
1024
Marco Investment Management
Georgia
$360K -$32.3K -400 -9%
VA
1025
VestGen Advisors
Illinois
$358K +$339K +4,199 New