1,448 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 525 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 → $26.5B (+$629M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,448
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
PWP
1076
Phillips Wealth Planners
Mississippi
$255K
PCA
1077
Purkiss Capital Advisors
Connecticut
$254K
AA
1078
Addison Advisors
Vermont
$254K
JPWM
1079
Jamison Private Wealth Management
Georgia
$253K
GS
1080
GTS Securities
New York
$253K
TLP
1081
Trinity Legacy Partners
Texas
$252K
ACA
1082
Ascension Capital Advisors
Texas
$250K
SOS
1083
Silver Oak Securities
Tennessee
$249K
ACA
1084
Atlas Capital Advisors
Wyoming
$248K
PA
1085
Procyon Advisors
Connecticut
$247K
SWA
1086
SFMG Wealth Advisors
Texas
$247K
PAM
1087
Palisade Asset Management
Minnesota
$246K
TP
1088
Tranquility Partners
Tennessee
$245K
BAM
1089
Berkshire Asset Management
Pennsylvania
$244K
FTA
1090
Financial & Tax Architects
Missouri
$244K
EFP
1091
Elser Financial Planning
Indiana
$244K
PSP
1092
Principal Street Partners
Tennessee
$243K
AP
1093
Advisortrust Partners
North Carolina
$243K
PFA
1094
Pathway Financial Advisors
Vermont
$242K
WRPWM
1095
Werba Rubin Papier Wealth Management
California
$242K
GSEP
1096
Golden State Equity Partners
California
$242K
FG
1097
Fiduciary Group
Georgia
$241K
FFA
1098
First Foundation Advisors
California
$241K
RP
1099
Riverbridge Partners
Minnesota
$241K
KWA
1100
Kingswood Wealth Advisors
California
$241K