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1,581 hedge funds and large institutions have $34.5B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 240 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 76

100% more funds holding in top 10

Funds holding in top 10: 1632 (+16)

77% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $769M

30% more capital invested

Capital invested by funds: $26.6B → $34.5B (+$7.93B)

9% more funds holding

Funds holding: 1,4501,581 (+131)

0.51% more ownership

Funds ownership: 12.59%13.11% (+0.51%)

0% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 521

Holders
1,581
Holders Change
+131
Holders Change %
+9.03%
% of All Funds
19.48%
Holding in Top 10
32
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+100%
% of All Funds
0.39%
New
240
Increased
522
Reduced
521
Closed
76
Calls
$1.36B
Puts
$769M
Net Calls
+$591M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1126
Ridge Creek Global
Ohio
$288K
AP
1127
Appleton Partners
Massachusetts
$287K
FFN
1128
Focus Financial Network
Minnesota
$287K +$26.3K +325 +12%
KWA
1129
Kingswood Wealth Advisors
California
$287K -$15.5K -192 -6%
WMA
1130
West Michigan Advisors
Michigan
$286K +$249K +3,079 New
RC
1131
Roundview Capital
New Jersey
$285K -$1.7K -21 -0.7%
CST
1132
Charles Schwab Trust
Nevada
$283K +$246K +3,048 New
UCB
1133
United Community Bank
South Carolina
$282K +$50.5K +625 +26%
OPWM
1134
Oxinas Partners Wealth Management
Indiana
$282K
SP
1135
SmartHarvest Portfolios
Washington
$281K -$37K -458 -13%
CWP
1136
CFM Wealth Partners
Texas
$281K
MFA
1137
Mayflower Financial Advisors
Massachusetts
$280K +$11.6K +144 +5%
MBWA
1138
Marin Bay Wealth Advisors
California
$280K +$9.62K +119 +4%
Bank of Nova Scotia
1139
Bank of Nova Scotia
Ontario, Canada
$279K -$148K -1,829 -38%
CIA
1140
Cascade Investment Advisors
Oregon
$279K
SLAM
1141
Swiss Life Asset Management
$279K
WI
1142
Wedgewood Investors
Pennsylvania
$279K
HAG
1143
HighPoint Advisor Group
Illinois
$278K -$2.01M -24,892 -89%
DSC
1144
Duncker Streett & Co
Missouri
$278K +$566 +7 +0.2%
CD
1145
Chapin Davis
Maryland
$277K +$240K +2,976 New
CWA
1146
Choice Wealth Advisors
Maine
$277K
AC
1147
Addison Capital
Pennsylvania
$276K +$242 +3 +0.1%
LPT
1148
Legacy Private Trust
Wisconsin
$276K
NRWA
1149
North Ridge Wealth Advisors
Oregon
$275K
GIP
1150
Greatmark Investment Partners
Georgia
$274K