1,570 hedge funds and large institutions have $34.4B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 519 increasing their positions, 515 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 1,4481,570 (+122)

1% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 515

0.51% more ownership

Funds ownership: 12.58%13.09% (+0.51%)

Holders
1,570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.36B
Puts
$769M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1226
Platt Wealth Management
California
$232K
DAM
1227
Delta Asset Management
Tennessee
$231K
SDWIA
1228
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$230K
BCM
1229
Boltwood Capital Management
California
$230K
LWA
1230
Lantern Wealth Advisors
New York
$230K
MP
1231
McDonald Partners
Ohio
$230K
Nisa Investment Advisors
1232
Nisa Investment Advisors
Missouri
$229K
NAG
1233
Northstar Advisory Group
New Jersey
$229K
TWIM
1234
TIAA Wealth Investment Management
New York
$229K
LWMM
1235
Legacy Wealth Management (Mississippi)
Mississippi
$228K
WCG
1236
Weaver Consulting Group
California
$228K
TFP
1237
TrueWealth Financial Partners
Washington
$228K
NFC
1238
Northstar Financial Companies
Pennsylvania
$227K
FFG
1239
Frisch Financial Group
New York
$226K
PFA
1240
Pathway Financial Advisors
Vermont
$226K
AWM
1241
Aberdeen Wealth Management
Illinois
$226K
AWC
1242
Abundance Wealth Counselors
Pennsylvania
$225K
AGC
1243
August Group Capital
$225K
EWP
1244
Evergreen Wealth Partners
Montana
$225K
BFA
1245
Beacon Financial Advisory
Ohio
$225K
AIFAIM
1246
American Institute for Advanced Investment Management
Arizona
$224K
CPWA
1247
Cerro Pacific Wealth Advisors
California
$224K
CGH
1248
CMG Global Holdings
Texas
$224K
NWWA
1249
New Wave Wealth Advisors
Arkansas
$223K
GIA
1250
Guyasuta Investment Advisors
Pennsylvania
$223K