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
BCP
1026
Blue Chip Partners
Michigan
$283K
SPWG
1027
Syntegra Private Wealth Group
Missouri
$282K
BLFG
1028
Brian Low Financial Group
Louisiana
$281K
CCFCSB
1029
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
AWM
1030
Avior Wealth Management
Nebraska
$278K
NGA
1031
Naples Global Advisors
Florida
$278K
BPWM
1032
Badgley Phelps Wealth Managers
Washington
$278K
CPIG
1033
Chicago Partners Investment Group
Illinois
$277K
KA
1034
Klingman & Associates
New York
$276K
TWP
1035
Triad Wealth Partners
Kansas
$275K
SG
1036
StoneX Group
New York
$275K
HI
1037
Horizon Investments
North Carolina
$272K
VIP
1038
Viewpoint Investment Partners
Alberta, Canada
$272K
PCM
1039
Park Capital Management
Wisconsin
$271K
IAMOG
1040
Investors Asset Management of Georgia
Georgia
$270K
GFM
1041
GF Fund Management
China
$270K
SP
1042
Successful Portfolios
Florida
$269K
CPW
1043
Cove Private Wealth
New York
$269K
HWA
1044
HCR Wealth Advisors
California
$268K
SL
1045
Sentry LLC
Tennessee
$268K
BBA
1046
Braun-Bostich & Associates
Pennsylvania
$267K
BIM
1047
Baldwin Investment Management
Pennsylvania
$267K
SAM
1048
Smithbridge Asset Management
Pennsylvania
$267K
CFS
1049
CRA Financial Services
New Jersey
$265K
TFP
1050
Triune Financial Partners
Kansas
$264K