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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
ZI
1126
ZEGA Investments
Florida
$231K
BAM
1127
Belpointe Asset Management
Nevada
$230K
MCM
1128
M1 Capital Management
Michigan
$230K
RBFC
1129
Roman Butler Fullerton & Co
Missouri
$230K
MBT
1130
Montecito Bank & Trust
California
$229K
WPW
1131
Warther Private Wealth
Ohio
$228K
RCG
1132
Ridge Creek Global
Ohio
$227K
TCM
1133
Tufton Capital Management
Maryland
$227K
AP
1134
Appleton Partners
Massachusetts
$227K
RC
1135
Roundview Capital
New Jersey
$227K
MWM
1136
MOR Wealth Management
Pennsylvania
$227K
AIC
1137
Archer Investment Corporation
Indiana
$226K
CFG
1138
Certior Financial Group
Pennsylvania
$224K
OPWM
1139
Oxinas Partners Wealth Management
Indiana
$223K
NFP
1140
Narus Financial Partners
Utah
$222K
SIA
1141
Soltis Investment Advisors
Utah
$222K
CWP
1142
CFM Wealth Partners
Texas
$222K
PIA
1143
Perennial Investment Advisors
California
$221K
CIA
1144
Cascade Investment Advisors
Oregon
$220K
SLAM
1145
Swiss Life Asset Management
$220K
WI
1146
Wedgewood Investors
Pennsylvania
$220K
DF
1147
Dunhill Financial
United Kingdom
$220K
DSC
1148
Duncker Streett & Co
Missouri
$219K
CWA
1149
Choice Wealth Advisors
Maine
$219K
AC
1150
Addison Capital
Pennsylvania
$218K