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
FDW
1201
Fourth Dimension Wealth
Ohio
$48.8K
LI
1202
LRI Investments
Florida
$48.3K
RMC
1203
Resources Management Corp
Connecticut
$48K
MA
1204
MCF Advisors
Kentucky
$47.4K
RTL
1205
Red Tortoise LLC
Georgia
$43.6K
LB
1206
Legacy Bridge
Iowa
$42.9K
IUHSA
1207
Itau Unibanco Holding S.A.
Brazil
$42.6K
Zurich Cantonal Bank
1208
Zurich Cantonal Bank
Switzerland
$42K
TCM
1209
TD Capital Management
Tennessee
$41.7K
MEG
1210
Millstone Evans Group
Colorado
$41.1K
FMTCOCP
1211
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K
JFA
1212
JNBA Financial Advisors
Minnesota
$39.5K
FNWA
1213
Financial Network Wealth Advisors
Utah
$39.3K
CVM
1214
Cheviot Value Management
California
$37.5K
GWS
1215
Greykasell Wealth Strategies
California
$37.4K
TIM
1216
Tortoise Investment Management
New York
$36.4K
OPTFSNA
1217
Old Point Trust & Financial Services N A
Virginia
$35.8K
HIA
1218
Harbor Investment Advisory
Maryland
$35.3K
FGA
1219
Fortis Group Advisors
New Jersey
$35.2K
SWA
1220
SOA Wealth Advisors
New York
$35K
FPF
1221
First Pacific Financial
Washington
$34.7K
PWAM
1222
Private Wealth Asset Management
Iowa
$34.1K
WAS
1223
Winch Advisory Services
Wisconsin
$34.1K
GFWA
1224
Grey Fox Wealth Advisors
Delaware
$33.5K
CWP
1225
Concord Wealth Partners
Virginia
$33.2K