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
FDW
1251
Fourth Dimension Wealth
Ohio
$50.1K
BLC
1252
Brown, Lisle/Cummings
Rhode Island
$49.6K
SGK
1253
Steigerwald Gordon & Koch
Virginia
$47.7K
FNWA
1254
Financial Network Wealth Advisors
Utah
$46.1K
JFA
1255
JNBA Financial Advisors
Minnesota
$45.3K
RTL
1256
Red Tortoise LLC
Georgia
$44.8K
SAG
1257
SageView Advisory Group
California
$44.7K
LB
1258
Legacy Bridge
Iowa
$44.1K
TCM
1259
TD Capital Management
Tennessee
$43.9K
Zurich Cantonal Bank
1260
Zurich Cantonal Bank
Switzerland
$43.1K
MEG
1261
Millstone Evans Group
Colorado
$42.3K
FMTCOCP
1262
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
KFAS
1263
Keating Financial Advisory Services
Kansas
$40.7K
NFSG
1264
Newbridge Financial Services Group
Florida
$38.7K
Barclays
1265
Barclays
United Kingdom
$38.5K
GWS
1266
Greykasell Wealth Strategies
California
$38.4K
AFC
1267
Ares Financial Consulting
California
$38.3K
CVM
1268
Cheviot Value Management
California
$37.9K
AF
1269
Alerus Financial
North Dakota
$37.8K
OPTFSNA
1270
Old Point Trust & Financial Services N A
Virginia
$36.7K
LGWM
1271
Litman Gregory Wealth Management
California
$36.7K
FGA
1272
Fortis Group Advisors
New Jersey
$36.2K
SWA
1273
SOA Wealth Advisors
New York
$35.9K
HIA
1274
Harbor Investment Advisory
Maryland
$35.6K
WAS
1275
Winch Advisory Services
Wisconsin
$35.3K