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
WAM
1051
Weinberger Asset Management
California
$259K
BBA
1052
BLB&B Advisors
Pennsylvania
$259K
BFG
1053
Berger Financial Group
Minnesota
$259K
NSAM
1054
North Star Asset Management
Wisconsin
$258K
SF
1055
Symphony Financial
Texas
$258K
CGA
1056
Crescent Grove Advisors
Illinois
$258K
AIS
1057
Advocate Investing Services
Maryland
$257K
FCMC
1058
Founders Capital Management (Connecticut)
Connecticut
$257K
SP
1059
SmartHarvest Portfolios
Washington
$256K
NAS
1060
Nicolet Advisory Services
Wisconsin
$256K
WWM
1061
Western Wealth Management
Colorado
$255K
KA
1062
Kozak & Associates
Colorado
$255K
PWP
1063
Phillips Wealth Planners
Mississippi
$255K
PCA
1064
Purkiss Capital Advisors
Connecticut
$254K
AA
1065
Addison Advisors
Vermont
$254K
JPWM
1066
Jamison Private Wealth Management
Georgia
$253K
GS
1067
GTS Securities
New York
$253K
TLP
1068
Trinity Legacy Partners
Texas
$252K
ACA
1069
Ascension Capital Advisors
Texas
$250K
SOS
1070
Silver Oak Securities
Tennessee
$249K
ACA
1071
Atlas Capital Advisors
Wyoming
$248K
PA
1072
Procyon Advisors
Connecticut
$247K
SWA
1073
SFMG Wealth Advisors
Texas
$247K
PAM
1074
Palisade Asset Management
Minnesota
$246K
TP
1075
Tranquility Partners
Tennessee
$245K