1,383 hedge funds and large institutions have $25.9B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 494 increasing their positions, 494 reducing their positions, and 86 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 funds holding

Funds holding:

0.34% less ownership

Funds ownership: 12.73%12.39% (-0.34%)

5% less capital invested

Capital invested by funds: $27.2B → $25.9B (-$1.28B)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,383
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
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1201
Barrett & Company
Rhode Island
$68K
FC
1202
Fairscale Capital
New Hampshire
$65.8K
HSBC Holdings
1203
HSBC Holdings
United Kingdom
$65.5K
GKIM
1204
GW&K Investment Management
Massachusetts
$58K
FG
1205
Fairman Group
Pennsylvania
$57K
HBW
1206
Hazlett, Burt & Watson
West Virginia
$56K
FCMT
1207
Founders Capital Management (Texas)
Texas
$55.1K
AAG
1208
Armstrong Advisory Group
Massachusetts
$54.4K
TC
1209
Tacita Capital
Ontario, Canada
$53.9K
KFI
1210
Key Financial Inc
Pennsylvania
$53.8K
MSFP
1211
Mark Sheptoff Financial Planning
Connecticut
$53.6K
TFM
1212
TFC Financial Management
Massachusetts
$53K
WB
1213
Webster Bank
Connecticut
$52.9K
CI
1214
CX Institutional
Indiana
$52K
VWM
1215
Vermillion Wealth Management
Minnesota
$52K
CSC
1216
Caldwell Sutter Capital
California
$51.9K
WIM
1217
Westside Investment Management
California
$50.3K
AFG
1218
Albion Financial Group
Utah
$50.2K
FDW
1219
Fourth Dimension Wealth
Ohio
$48.8K
LI
1220
LRI Investments
Florida
$48.3K
RMC
1221
Resources Management Corp
Connecticut
$48K
MA
1222
MCF Advisors
Kentucky
$47.4K
RTL
1223
Red Tortoise LLC
Georgia
$43.6K
LB
1224
Legacy Bridge
Iowa
$42.9K
IUHSA
1225
Itau Unibanco Holding S.A.
Brazil
$42.6K