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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
CMMS
1026
Comprehensive Money Management Services
Florida
$291K
DJSG
1027
D.J. St. Germain
Massachusetts
$290K
RCAG
1028
Rehmann Capital Advisory Group
Michigan
$289K
BC
1029
Broadwater Capital
Massachusetts
$288K
AW
1030
Alchemi Wealth
Connecticut
$288K
WPW
1031
Waldron Private Wealth
Pennsylvania
$288K
WDC
1032
Woodward Diversified Capital
California
$288K
PS
1033
Planned Solutions
California
$285K
GP
1034
Greenline Partners
New York
$283K
BCP
1035
Blue Chip Partners
Michigan
$283K
SPWG
1036
Syntegra Private Wealth Group
Missouri
$282K
BLFG
1037
Brian Low Financial Group
Louisiana
$281K
CCFCSB
1038
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
AWM
1039
Avior Wealth Management
Nebraska
$278K
NGA
1040
Naples Global Advisors
Florida
$278K
BPWM
1041
Badgley Phelps Wealth Managers
Washington
$278K
CPIG
1042
Chicago Partners Investment Group
Illinois
$277K
KA
1043
Klingman & Associates
New York
$276K
TWP
1044
Triad Wealth Partners
Kansas
$275K
SG
1045
StoneX Group
New York
$275K
HI
1046
Horizon Investments
North Carolina
$272K
VIP
1047
Viewpoint Investment Partners
Alberta, Canada
$272K
PCM
1048
Park Capital Management
Wisconsin
$271K
IAMOG
1049
Investors Asset Management of Georgia
Georgia
$270K
GFM
1050
GF Fund Management
China
$270K