1,360 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 485 increasing their positions, 484 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

1% less funds holding

Funds holding: 1,3741,360 (-14)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1176
Whipplewood Advisors
Colorado
$75.5K
SC
1177
Sawyer & Company
Massachusetts
$75K
HWA
1178
Heartwood Wealth Advisors
Virginia
$74.9K
KFA
1179
Kelleher Financial Advisors
New York
$71.5K
ADL
1180
Asset Dedication LLC
California
$69.5K
NC
1181
North Capital
Utah
$68.1K
PWA
1182
Physician Wealth Advisors
Utah
$68.1K
BC
1183
Barrett & Company
Rhode Island
$68K
FC
1184
Fairscale Capital
New Hampshire
$65.8K
HSBC Holdings
1185
HSBC Holdings
United Kingdom
$65.5K
GKIM
1186
GW&K Investment Management
Massachusetts
$58K
FG
1187
Fairman Group
Pennsylvania
$57K
HBW
1188
Hazlett, Burt & Watson
West Virginia
$56K
FCMT
1189
Founders Capital Management (Texas)
Texas
$55.1K
AAG
1190
Armstrong Advisory Group
Massachusetts
$54.4K
TC
1191
Tacita Capital
Ontario, Canada
$53.9K
KFI
1192
Key Financial Inc
Pennsylvania
$53.8K
MSFP
1193
Mark Sheptoff Financial Planning
Connecticut
$53.6K
TFM
1194
TFC Financial Management
Massachusetts
$53K
WB
1195
Webster Bank
Connecticut
$52.9K
CI
1196
CX Institutional
Indiana
$52K
VWM
1197
Vermillion Wealth Management
Minnesota
$52K
CSC
1198
Caldwell Sutter Capital
California
$51.9K
WIM
1199
Westside Investment Management
California
$50.3K
AFG
1200
Albion Financial Group
Utah
$50.2K