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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$21.7M
TI
102
Tidal Investments
Wisconsin
$21.2M
WJA
103
Willis Johnson & Associates
Texas
$21.2M
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$20.8M
CFIA
105
Cantor Fitzgerald Investment Advisors
New York
$20.6M
AAIM
106
American Assets Investment Management
California
$20.5M
HighTower Advisors
107
HighTower Advisors
Illinois
$20.3M
Alyeska Investment Group
108
Alyeska Investment Group
Illinois
$20.2M
SC
109
Sagefield Capital
Texas
$19.9M
SEI Investments
110
SEI Investments
Pennsylvania
$19.9M
DLA
111
Douglas Lane & Associates
New York
$19.9M
WIC
112
Willis Investment Counsel
Georgia
$19.6M
ACA
113
Anchor Capital Advisors
Massachusetts
$18.9M
GD
114
Grandfield & Dodd
New York
$18.3M
AP
115
Americana Partners
Texas
$17.4M
SC
116
Sapient Capital
Indiana
$17M
LCM
117
Logan Capital Management
Pennsylvania
$16.9M
KFC
118
Klingenstein Fields & Co
New York
$16.9M
DC
119
Davenport & Co
Virginia
$16.4M
NEI
120
Northwest & Ethical Investments
Ontario, Canada
$16.4M
QCM
121
Quantinno Capital Management
New York
$15.4M
BCM
122
Becker Capital Management
Oregon
$15.3M
MNA
123
Manning & Napier Advisors
New York
$15.2M
M&T Bank
124
M&T Bank
New York
$14.8M
Truist Financial
125
Truist Financial
North Carolina
$14.6M