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
PWA
1226
Physician Wealth Advisors
Utah
$71.7K
ADL
1227
Asset Dedication LLC
California
$71.4K
BC
1228
Barrett & Company
Rhode Island
$69.9K
TFM
1229
TFC Financial Management
Massachusetts
$69.9K
FFO
1230
Fortitude Family Office
Arizona
$69.8K
FC
1231
Fairscale Capital
New Hampshire
$67.6K
EI
1232
EFG International
$66.1K
SC
1233
Sawyer & Company
Massachusetts
$65.5K
LI
1234
LRI Investments
Florida
$62.2K
GKIM
1235
GW&K Investment Management
Massachusetts
$60K
AG
1236
AmeriFlex Group
Nevada
$58.8K
JWM
1237
Jessup Wealth Management
Ohio
$58.8K
FG
1238
Fairman Group
Pennsylvania
$58.6K
HBW
1239
Hazlett, Burt & Watson
West Virginia
$57K
FCMT
1240
Founders Capital Management (Texas)
Texas
$56.6K
AAG
1241
Armstrong Advisory Group
Massachusetts
$56.1K
TC
1242
Tacita Capital
Ontario, Canada
$55.3K
EW
1243
Elyxium Wealth
California
$55.2K
MSFP
1244
Mark Sheptoff Financial Planning
Connecticut
$55.1K
WB
1245
Webster Bank
Connecticut
$54.3K
VWM
1246
Vermillion Wealth Management
Minnesota
$53.8K
CSC
1247
Caldwell Sutter Capital
California
$53.3K
WIM
1248
Westside Investment Management
California
$52.4K
CIA
1249
Cape Investment Advisory
Georgia
$52.1K
AFG
1250
Albion Financial Group
Utah
$51.6K