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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
RP
1101
Riverbridge Partners
Minnesota
$241K
KWA
1102
Kingswood Wealth Advisors
California
$241K
BWM
1103
BCS Wealth Management
Tennessee
$240K
CPA
1104
Capital Performance Advisors
California
$240K
PPWM
1105
PFG Private Wealth Management
Florida
$240K
FB
1106
Fulton Bank
Pennsylvania
$239K
FG
1107
Foster Group
Iowa
$239K
TCM
1108
Tandem Capital Management
New Jersey
$239K
TIM
1109
Tevis Investment Management
Texas
$238K
CG
1110
Clarus Group
Texas
$237K
FFP
1111
FourThought Financial Partners
Florida
$237K
GFG
1112
Goldstone Financial Group
Illinois
$235K
CI
1113
Corient IA
Florida
$235K
SIA
1114
SeaBridge Investment Advisors
New Jersey
$235K
UAG
1115
United Advisor Group
Ohio
$235K
GLLW
1116
Graves Light Lenhart Wealth
Virginia
$235K
JFGLC
1117
Johnson Financial Group LLC (Colorado)
Colorado
$234K
TIM
1118
Thompson Investment Management
Wisconsin
$233K
CV
1119
Counterweight Ventures
North Carolina
$233K
HDIM
1120
Hanson & Doremus Investment Management
Vermont
$233K
WTA
1121
Washington Trust Advisors
Massachusetts
$232K
EBSAM
1122
Eubel Brady & Suttman Asset Management
Ohio
$232K
PFSC
1123
Peoples Financial Services Corp
Pennsylvania
$231K
MGIA
1124
Matthew Goff Investment Advisor
Texas
$231K
FWM
1125
FMB Wealth Management
California
$231K