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
BL
1201
BFSG LLC
California
$109K
TFGT
1202
TS Financial Group (TSFG)
Illinois
$106K
WBC
1203
West Branch Capital
Massachusetts
$106K
FCAS
1204
First Command Advisory Services
Texas
$103K
TLA
1205
Tanglewood Legacy Advisors
Texas
$102K
Fidelity International
1206
Fidelity International
Bermuda
$99.7K
CA
1207
CoreCap Advisors
Michigan
$98.5K
SL
1208
Salomon & Ludwin
Virginia
$95.9K
AEPWM
1209
Atlantic Edge Private Wealth Management
Florida
$95.5K
MCM
1210
Manchester Capital Management
Vermont
$95.4K
CT
1211
Colonial Trust
South Carolina
$94.3K
CSB
1212
City State Bank
Iowa
$94.2K
PGAM
1213
Princeton Global Asset Management
New Jersey
$91.6K
CAM
1214
Chesapeake Asset Management
New York
$91.5K
BFPW
1215
BOK Financial Private Wealth
Colorado
$87.1K
CNBTD
1216
Citizens National Bank Trust Department
Mississippi
$84.3K
AW
1217
Avion Wealth
Texas
$83K
PAM
1218
Paradigm Asset Management
New York
$82.2K
CPG
1219
Cornerstone Planning Group
New Jersey
$80.7K
T2I
1220
Turim 21 Investimentos
Brazil
$80.6K
WA
1221
Whipplewood Advisors
Colorado
$80K
MA
1222
MCF Advisors
Kentucky
$79.7K
GSWM
1223
Golden State Wealth Management
California
$79K
RF
1224
Roxbury Financial
New Jersey
$78K
KFA
1225
Kelleher Financial Advisors
New York
$73.5K