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
BAM
1076
Berkshire Asset Management
Pennsylvania
$244K
FTA
1077
Financial & Tax Architects
Missouri
$244K
EFP
1078
Elser Financial Planning
Indiana
$244K
PSP
1079
Principal Street Partners
Tennessee
$243K
PFA
1080
Pathway Financial Advisors
Vermont
$242K
WRPWM
1081
Werba Rubin Papier Wealth Management
California
$242K
GSEP
1082
Golden State Equity Partners
California
$242K
FG
1083
Fiduciary Group
Georgia
$241K
FFA
1084
First Foundation Advisors
California
$241K
RP
1085
Riverbridge Partners
Minnesota
$241K
KWA
1086
Kingswood Wealth Advisors
California
$241K
BWM
1087
BCS Wealth Management
Tennessee
$240K
CPA
1088
Capital Performance Advisors
California
$240K
PPWM
1089
PFG Private Wealth Management
Florida
$240K
FB
1090
Fulton Bank
Pennsylvania
$239K
FG
1091
Foster Group
Iowa
$239K
TCM
1092
Tandem Capital Management
New Jersey
$239K
TIM
1093
Tevis Investment Management
Texas
$238K
CG
1094
Clarus Group
Texas
$237K
FFP
1095
FourThought Financial Partners
Florida
$237K
GFG
1096
Goldstone Financial Group
Illinois
$235K
CI
1097
Corient IA
Florida
$235K
SIA
1098
SeaBridge Investment Advisors
New Jersey
$235K
UAG
1099
United Advisor Group
Ohio
$235K
GLLW
1100
Graves Light Lenhart Wealth
Virginia
$235K