1,360 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 485 increasing their positions, 484 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

1% less funds holding

Funds holding: 1,3741,360 (-14)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
PCMF
1026
Private Capital Management (Florida)
Florida
$250K
FCMC
1027
Founders Capital Management (Connecticut)
Connecticut
$250K
AA
1028
Addison Advisors
Vermont
$250K
PCA
1029
Purkiss Capital Advisors
Connecticut
$247K
1CP
1030
17 Capital Partners
Arizona
$247K
CCG
1031
Cypress Capital Group
Florida
$246K
EHWM
1032
Eads & Heald Wealth Management
Georgia
$246K
JPWM
1033
Jamison Private Wealth Management
Georgia
$246K
BL
1034
Balentine LLC
Georgia
$245K
ACA
1035
Ascension Capital Advisors
Texas
$243K
TFP
1036
Triune Financial Partners
Kansas
$243K
HDIM
1037
Hanson & Doremus Investment Management
Vermont
$241K
SIA
1038
Soltis Investment Advisors
Utah
$241K
FCBT
1039
First Citizens Bank & Trust
North Carolina
$241K
BBA
1040
BLB&B Advisors
Pennsylvania
$239K
RBFC
1041
Roman Butler Fullerton & Co
Missouri
$239K
BAM
1042
Berkshire Asset Management
Pennsylvania
$238K
PFA
1043
Pathway Financial Advisors
Vermont
$238K
FTA
1044
Financial & Tax Architects
Missouri
$237K
IIC
1045
Integrated Investment Consultants
Michigan
$237K
WRPWM
1046
Werba Rubin Papier Wealth Management
California
$236K
NSAM
1047
North Star Asset Management
Wisconsin
$236K
FG
1048
Fiduciary Group
Georgia
$235K
RP
1049
Riverbridge Partners
Minnesota
$234K
TWP
1050
Triad Wealth Partners
Kansas
$233K