1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 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 (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
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
BPWM
1026
Badgley Phelps Wealth Managers
Washington
$278K
CPIG
1027
Chicago Partners Investment Group
Illinois
$277K
KA
1028
Klingman & Associates
New York
$276K
TWP
1029
Triad Wealth Partners
Kansas
$275K
SG
1030
StoneX Group
New York
$275K
HI
1031
Horizon Investments
North Carolina
$272K
VIP
1032
Viewpoint Investment Partners
Alberta, Canada
$272K
PCM
1033
Park Capital Management
Wisconsin
$271K
IAMOG
1034
Investors Asset Management of Georgia
Georgia
$270K
GFM
1035
GF Fund Management
China
$270K
SP
1036
Successful Portfolios
Florida
$269K
CPW
1037
Cove Private Wealth
New York
$269K
HWA
1038
HCR Wealth Advisors
California
$268K
SL
1039
Sentry LLC
Tennessee
$268K
BBA
1040
Braun-Bostich & Associates
Pennsylvania
$267K
BIM
1041
Baldwin Investment Management
Pennsylvania
$267K
SAM
1042
Smithbridge Asset Management
Pennsylvania
$267K
CFS
1043
CRA Financial Services
New Jersey
$265K
TFP
1044
Triune Financial Partners
Kansas
$264K
PCM
1045
Parsons Capital Management
Rhode Island
$263K
KMWM
1046
Keudell/Morrison Wealth Management
Oregon
$263K
SMA
1047
Seven Mile Advisory
New Jersey
$263K
FIA
1048
Foundations Investment Advisors
Arizona
$262K
TWP
1049
Tyche Wealth Partners
Texas
$262K
AC
1050
Apella Capital
Connecticut
$260K