1,360 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 485 increasing their positions, 484 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

1% less funds holding

Funds holding: 1,3741,360 (-14)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1076
Capital Performance Advisors
California
$224K
MCM
1077
M1 Capital Management
Michigan
$224K
RIA
1078
Retirement Investment Advisors
Oklahoma
$224K
MBT
1079
Montecito Bank & Trust
California
$223K
BFG
1080
Birch Financial Group
New Hampshire
$223K
SWA
1081
SFMG Wealth Advisors
Texas
$223K
WPW
1082
Warther Private Wealth
Ohio
$222K
AWM
1083
Arista Wealth Management
Nevada
$221K
AP
1084
Appleton Partners
Massachusetts
$221K
SFI
1085
SPC Financial Inc
Maryland
$220K
RC
1086
Roundview Capital
New Jersey
$219K
1SB
1087
1ST Source Bank
Indiana
$219K
ABC
1088
Associated Banc-Corp
Wisconsin
$219K
EC
1089
EntryPoint Capital
New York
$218K
OPWM
1090
Oxinas Partners Wealth Management
Indiana
$217K
KF
1091
Krilogy Financial
Missouri
$216K
CWP
1092
CFM Wealth Partners
Texas
$216K
Bank of Nova Scotia
1093
Bank of Nova Scotia
Ontario, Canada
$215K
WI
1094
Wedgewood Investors
Pennsylvania
$215K
CIA
1095
Cascade Investment Advisors
Oregon
$215K
DF
1096
Dunhill Financial
United Kingdom
$214K
MMPW
1097
Mitchell McLeod Pugh & Williams
Alabama
$214K
CWA
1098
Choice Wealth Advisors
Maine
$213K
DSC
1099
Duncker Streett & Co
Missouri
$212K
SBWIC
1100
Schaper Benz & Wise Investment Counsel
Wisconsin
$212K