1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 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 (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
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
CWP
1126
CFM Wealth Partners
Texas
$222K
PIA
1127
Perennial Investment Advisors
California
$221K
WI
1128
Wedgewood Investors
Pennsylvania
$220K
SLAM
1129
Swiss Life Asset Management
$220K
CIA
1130
Cascade Investment Advisors
Oregon
$220K
DF
1131
Dunhill Financial
United Kingdom
$220K
DSC
1132
Duncker Streett & Co
Missouri
$219K
CWA
1133
Choice Wealth Advisors
Maine
$219K
AC
1134
Addison Capital
Pennsylvania
$218K
SBWIC
1135
Schaper Benz & Wise Investment Counsel
Wisconsin
$218K
LPT
1136
Legacy Private Trust
Wisconsin
$218K
MA
1137
MKT Advisors
California
$218K
NRWA
1138
North Ridge Wealth Advisors
Oregon
$217K
SIG
1139
Sargent Investment Group
Maryland
$217K
RIA
1140
Retirement Investment Advisors
Oklahoma
$216K
GIP
1141
Greatmark Investment Partners
Georgia
$216K
LW
1142
Linscomb Wealth
Texas
$216K
NP
1143
Nilsine Partners
Colorado
$216K
GIM
1144
Goelzer Investment Management
Indiana
$215K
SI
1145
Seeds Investor
New York
$215K
SW
1146
SteelPeak Wealth
California
$214K
MBWA
1147
Marin Bay Wealth Advisors
California
$212K
1SB
1148
1ST Source Bank
Indiana
$211K
MFA
1149
Mayflower Financial Advisors
Massachusetts
$211K
XF
1150
XML Financial
Maryland
$211K