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1,581 hedge funds and large institutions have $34.5B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 240 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 76

100% more funds holding in top 10

Funds holding in top 10: 1632 (+16)

77% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $769M

30% more capital invested

Capital invested by funds: $26.6B → $34.5B (+$7.93B)

9% more funds holding

Funds holding: 1,4501,581 (+131)

0.51% more ownership

Funds ownership: 12.59%13.11% (+0.51%)

0% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 521

Holders
1,581
Holders Change
+131
Holders Change %
+9.03%
% of All Funds
19.48%
Holding in Top 10
32
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+100%
% of All Funds
0.39%
New
240
Increased
522
Reduced
521
Closed
76
Calls
$1.36B
Puts
$769M
Net Calls
+$591M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
1051
Goodman Financial
Texas
$337K -$39.3K -486 -12%
CCWM
1052
Cassaday & Co Wealth Management
Virginia
$337K -$29.3K -362 -9%
CPA
1053
Capital Performance Advisors
California
$336K +$28.2K +349 +11%
CFS
1054
CRA Financial Services
New Jersey
$335K
WDC
1055
Woodward Diversified Capital
California
$335K -$7.84K -97 -2%
LWA
1056
Legacy Wealth Advisors
Florida
$335K +$291K +3,604 New
CCM
1057
Canal Capital Management
Virginia
$334K +$291K +3,596 New
SF
1058
Symphony Financial
Texas
$334K +$3.15K +39 +1%
KA
1059
Kozak & Associates
Colorado
$333K
FG
1060
Foster Group
Iowa
$333K +$26.3K +325 +10%
PCM
1061
Park Capital Management
Wisconsin
$331K -$11.2K -138 -4%
PCA
1062
Purkiss Capital Advisors
Connecticut
$329K +$6.63K +82 +2%
Balyasny Asset Management
1063
Balyasny Asset Management
Illinois
$328K -$178K -2,203 -38%
WAM
1064
Weinberger Asset Management
California
$327K
BFG
1065
Berger Financial Group
Minnesota
$327K -$81 -1 -0%
KF
1066
Krilogy Financial
Missouri
$327K -$246K -3,039 -46%
NSAM
1067
North Star Asset Management
Wisconsin
$326K
EWM
1068
Endowment Wealth Management
Wisconsin
$326K +$284K +3,509 New
PIA
1069
Perennial Investment Advisors
California
$326K +$40.4K +500 +17%
AIS
1070
Advocate Investing Services
Maryland
$326K
MB
1071
MidFirst Bank
Oklahoma
$325K -$139K -1,724 -33%
TWP
1072
Triad Wealth Partners
Kansas
$325K -$19.8K -245 -7%
FCMC
1073
Founders Capital Management (Connecticut)
Connecticut
$325K
HCP
1074
Hexagon Capital Partners
Arkansas
$325K +$282K +3,494 New
FG
1075
Fiduciary Group
Georgia
$325K +$16.6K +206 +6%