1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 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 → $26.5B (+$627M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,439
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
AW
1226
Avion Wealth
Texas
$83K
PAM
1227
Paradigm Asset Management
New York
$82.2K
CPG
1228
Cornerstone Planning Group
New Jersey
$80.7K
T2I
1229
Turim 21 Investimentos
Brazil
$80.6K
WA
1230
Whipplewood Advisors
Colorado
$80K
MA
1231
MCF Advisors
Kentucky
$79.7K
GSWM
1232
Golden State Wealth Management
California
$79K
RF
1233
Roxbury Financial
New Jersey
$78K
KFA
1234
Kelleher Financial Advisors
New York
$73.5K
PWA
1235
Physician Wealth Advisors
Utah
$71.7K
ADL
1236
Asset Dedication LLC
California
$71.4K
BC
1237
Barrett & Company
Rhode Island
$69.9K
TFM
1238
TFC Financial Management
Massachusetts
$69.9K
FFO
1239
Fortitude Family Office
Arizona
$69.8K
FC
1240
Fairscale Capital
New Hampshire
$67.6K
EI
1241
EFG International
$66.1K
SC
1242
Sawyer & Company
Massachusetts
$65.5K
LI
1243
LRI Investments
Florida
$62.2K
GKIM
1244
GW&K Investment Management
Massachusetts
$60K
MW
1245
Merited Wealth
Florida
$59.5K
AG
1246
AmeriFlex Group
Nevada
$58.8K
JWM
1247
Jessup Wealth Management
Ohio
$58.8K
B
1248
Bayban
Minnesota
$58.8K
FG
1249
Fairman Group
Pennsylvania
$58.6K
HBW
1250
Hazlett, Burt & Watson
West Virginia
$57K