1,423 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, 477 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
1,423
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
Nisa Investment Advisors
1176
Nisa Investment Advisors
Missouri
$173K
FDCP
1177
Foster Dykema Cabot & Partners
Massachusetts
$171K
VIA
1178
Virtus Investment Advisers
Connecticut
$165K
LWANC
1179
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K
MIM
1180
MTM Investment Management
South Carolina
$158K
CAL
1181
Capital Analysts LLC
Pennsylvania
$154K
CLOS
1182
Compagnie Lombard Odier SCmA
Switzerland
$149K
AF
1183
Advisornet Financial
Minnesota
$148K
HHCP
1184
Hilton Head Capital Partners
South Carolina
$146K
UBP
1185
Union Bancaire Privee
Switzerland
$146K
SIS
1186
Sound Income Strategies
Florida
$143K
BCFD
1187
Boit C.F. David
$142K
TSMHT
1188
Thurston Springer Miller Herd & Titak
Indiana
$139K
NWMP
1189
Noble Wealth Management PBC
Colorado
$139K
WCM
1190
Westend Capital Management
California
$137K
PB
1191
Pinnacle Bancorp
Nebraska
$133K
AWM
1192
Ameliora Wealth Management
Switzerland
$126K
WCM
1193
Winthrop Capital Management
Indiana
$119K
RF
1194
Rossby Financial
Florida
$116K
CBT
1195
Crews Bank & Trust
Florida
$115K
GBT
1196
Grove Bank & Trust
Florida
$115K
ITIM
1197
Indiana Trust & Investment Management
Indiana
$112K
LSA
1198
Leonteq Securities AG
Switzerland
$110K
CTA
1199
Colonial Trust Advisors
South Carolina
$109K
BL
1200
BFSG LLC
California
$109K