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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
SP
1051
Successful Portfolios
Florida
$269K
CPW
1052
Cove Private Wealth
New York
$269K
HWA
1053
HCR Wealth Advisors
California
$268K
SL
1054
Sentry LLC
Tennessee
$268K
BBA
1055
Braun-Bostich & Associates
Pennsylvania
$267K
BIM
1056
Baldwin Investment Management
Pennsylvania
$267K
SAM
1057
Smithbridge Asset Management
Pennsylvania
$267K
CFS
1058
CRA Financial Services
New Jersey
$265K
TFP
1059
Triune Financial Partners
Kansas
$264K
PCM
1060
Parsons Capital Management
Rhode Island
$263K
KMWM
1061
Keudell/Morrison Wealth Management
Oregon
$263K
SMA
1062
Seven Mile Advisory
New Jersey
$263K
FIA
1063
Foundations Investment Advisors
Arizona
$262K
TWP
1064
Tyche Wealth Partners
Texas
$262K
AC
1065
Apella Capital
Connecticut
$260K
WAM
1066
Weinberger Asset Management
California
$259K
BBA
1067
BLB&B Advisors
Pennsylvania
$259K
BFG
1068
Berger Financial Group
Minnesota
$259K
NSAM
1069
North Star Asset Management
Wisconsin
$258K
SF
1070
Symphony Financial
Texas
$258K
CGA
1071
Crescent Grove Advisors
Illinois
$258K
AIS
1072
Advocate Investing Services
Maryland
$257K
FCMC
1073
Founders Capital Management (Connecticut)
Connecticut
$257K
SP
1074
SmartHarvest Portfolios
Washington
$256K
NAS
1075
Nicolet Advisory Services
Wisconsin
$256K