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1,581 hedge funds and large institutions have $34.5B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 240 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 76

100% more funds holding in top 10

Funds holding in top 10: 1632 (+16)

77% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $769M

30% more capital invested

Capital invested by funds: $26.6B → $34.5B (+$7.93B)

9% more funds holding

Funds holding: 1,4501,581 (+131)

0.51% more ownership

Funds ownership: 12.59%13.11% (+0.51%)

0% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 521

Holders
1,581
Holders Change
+131
Holders Change %
+9.03%
% of All Funds
19.48%
Holding in Top 10
32
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+100%
% of All Funds
0.39%
New
240
Increased
522
Reduced
521
Closed
76
Calls
$1.36B
Puts
$769M
Net Calls
+$591M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1226
Onyx Bridge Wealth Group
New York
$233K +$203K +2,508 New
FCA
1227
Fortis Capital Advisors
Kansas
$233K +$203K +2,507 New
BPWM
1228
BCS Private Wealth Management
New Jersey
$233K +$202K +2,506 New
FPB
1229
First PREMIER Bank
South Dakota
$233K
MIC
1230
Meridian Investment Counsel
California
$233K +$202K +2,500 New
APP
1231
Avantax Planning Partners
Iowa
$232K -$21.3K -264 -10%
SFGP
1232
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$232K +$202K +2,496 New
PWM
1233
Platt Wealth Management
California
$232K +$202K +2,500 New
DAM
1234
Delta Asset Management
Tennessee
$231K
SDWIA
1235
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$230K +$200K +2,476 New
BCM
1236
Boltwood Capital Management
California
$230K +$200K +2,475 New
LWA
1237
Lantern Wealth Advisors
New York
$230K +$200K +2,469 New
MP
1238
McDonald Partners
Ohio
$230K +$200K +2,469 New
Nisa Investment Advisors
1239
Nisa Investment Advisors
Missouri
$229K +$8.16K +101 +4%
NAG
1240
Northstar Advisory Group
New Jersey
$229K +$199K +2,462 New
TWIM
1241
TIAA Wealth Investment Management
New York
$229K +$199K +2,462 New
LWMM
1242
Legacy Wealth Management (Mississippi)
Mississippi
$228K +$198K +2,456 New
WCG
1243
Weaver Consulting Group
California
$228K +$198K +2,451 New
TFP
1244
TrueWealth Financial Partners
Washington
$228K +$198K +2,450 New
NFC
1245
Northstar Financial Companies
Pennsylvania
$227K -$32.2K -398 -14%
FFG
1246
Frisch Financial Group
New York
$226K +$197K +2,435 New
PFA
1247
Pathway Financial Advisors
Vermont
$226K -$72.7K -900 -27%
AWM
1248
Aberdeen Wealth Management
Illinois
$226K +$196K +2,425 New
AWC
1249
Abundance Wealth Counselors
Pennsylvania
$225K +$195K +2,418 New
AGC
1250
August Group Capital
$225K +$195K +2,418 New