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
CG
1101
Clarus Group
Texas
$237K
FFP
1102
FourThought Financial Partners
Florida
$237K
GFG
1103
Goldstone Financial Group
Illinois
$235K
CI
1104
Corient IA
Florida
$235K
SIA
1105
SeaBridge Investment Advisors
New Jersey
$235K
UAG
1106
United Advisor Group
Ohio
$235K
GLLW
1107
Graves Light Lenhart Wealth
Virginia
$235K
JFGLC
1108
Johnson Financial Group LLC (Colorado)
Colorado
$234K
TIM
1109
Thompson Investment Management
Wisconsin
$233K
CV
1110
Counterweight Ventures
North Carolina
$233K
HDIM
1111
Hanson & Doremus Investment Management
Vermont
$233K
WTA
1112
Washington Trust Advisors
Massachusetts
$232K
EBSAM
1113
Eubel Brady & Suttman Asset Management
Ohio
$232K
PFSC
1114
Peoples Financial Services Corp
Pennsylvania
$231K
MGIA
1115
Matthew Goff Investment Advisor
Texas
$231K
FWM
1116
FMB Wealth Management
California
$231K
ZI
1117
ZEGA Investments
Florida
$231K
BAM
1118
Belpointe Asset Management
Nevada
$230K
MCM
1119
M1 Capital Management
Michigan
$230K
RBFC
1120
Roman Butler Fullerton & Co
Missouri
$230K
MBT
1121
Montecito Bank & Trust
California
$229K
WPW
1122
Warther Private Wealth
Ohio
$228K
RCG
1123
Ridge Creek Global
Ohio
$227K
TCM
1124
Tufton Capital Management
Maryland
$227K
AP
1125
Appleton Partners
Massachusetts
$227K