1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 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 (+$627M)

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
1,439
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
SOS
1076
Silver Oak Securities
Tennessee
$249K
ACA
1077
Atlas Capital Advisors
Wyoming
$248K
PA
1078
Procyon Advisors
Connecticut
$247K
SWA
1079
SFMG Wealth Advisors
Texas
$247K
PAM
1080
Palisade Asset Management
Minnesota
$246K
TP
1081
Tranquility Partners
Tennessee
$245K
BAM
1082
Berkshire Asset Management
Pennsylvania
$244K
FTA
1083
Financial & Tax Architects
Missouri
$244K
EFP
1084
Elser Financial Planning
Indiana
$244K
PSP
1085
Principal Street Partners
Tennessee
$243K
AP
1086
Advisortrust Partners
North Carolina
$243K
PFA
1087
Pathway Financial Advisors
Vermont
$242K
WRPWM
1088
Werba Rubin Papier Wealth Management
California
$242K
GSEP
1089
Golden State Equity Partners
California
$242K
FG
1090
Fiduciary Group
Georgia
$241K
FFA
1091
First Foundation Advisors
California
$241K
RP
1092
Riverbridge Partners
Minnesota
$241K
KWA
1093
Kingswood Wealth Advisors
California
$241K
BWM
1094
BCS Wealth Management
Tennessee
$240K
CPA
1095
Capital Performance Advisors
California
$240K
PPWM
1096
PFG Private Wealth Management
Florida
$240K
FB
1097
Fulton Bank
Pennsylvania
$239K
FG
1098
Foster Group
Iowa
$239K
TCM
1099
Tandem Capital Management
New Jersey
$239K
TIM
1100
Tevis Investment Management
Texas
$238K