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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 480 reducing their positions, and 72 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
$910M
Puts
$463M
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
AEPWM
1226
Atlantic Edge Private Wealth Management
Florida
$95.5K
MCM
1227
Manchester Capital Management
Vermont
$95.4K
CT
1228
Colonial Trust
South Carolina
$94.3K
CSB
1229
City State Bank
Iowa
$94.2K
USB
1230
Union Savings Bank
Connecticut
$91.8K
PGAM
1231
Princeton Global Asset Management
New Jersey
$91.6K
CAM
1232
Chesapeake Asset Management
New York
$91.5K
BFPW
1233
BOK Financial Private Wealth
Colorado
$87.1K
CNBTD
1234
Citizens National Bank Trust Department
Mississippi
$84.3K
AW
1235
Avion Wealth
Texas
$83K
PAM
1236
Paradigm Asset Management
New York
$82.2K
CPG
1237
Cornerstone Planning Group
New Jersey
$80.7K
T2I
1238
Turim 21 Investimentos
Brazil
$80.6K
WA
1239
Whipplewood Advisors
Colorado
$80K
MA
1240
MCF Advisors
Kentucky
$79.7K
GSWM
1241
Golden State Wealth Management
California
$79K
RF
1242
Roxbury Financial
New Jersey
$78K
KFA
1243
Kelleher Financial Advisors
New York
$73.5K
PWA
1244
Physician Wealth Advisors
Utah
$71.7K
ADL
1245
Asset Dedication LLC
California
$71.4K
BC
1246
Barrett & Company
Rhode Island
$69.9K
TFM
1247
TFC Financial Management
Massachusetts
$69.9K
FFO
1248
Fortitude Family Office
Arizona
$69.8K
FC
1249
Fairscale Capital
New Hampshire
$67.6K
EI
1250
EFG International
$66.1K