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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
EWP
1251
Evergreen Wealth Partners
Montana
$225K +$195K +2,416 New
BFA
1252
Beacon Financial Advisory
Ohio
$225K +$195K +2,415 New
AIFAIM
1253
American Institute for Advanced Investment Management
Arizona
$224K +$195K +2,410 New
CPWA
1254
Cerro Pacific Wealth Advisors
California
$224K +$194K +2,406 New
CGH
1255
CMG Global Holdings
Texas
$224K +$194K +2,406 New
NWWA
1256
New Wave Wealth Advisors
Arkansas
$223K +$194K +2,401 New
ABWM
1257
Alpine Bank Wealth Management
Colorado
$223K +$194K +2,400 New
GIA
1258
Guyasuta Investment Advisors
Pennsylvania
$223K +$194K +2,400 New
PTB
1259
Pioneer Trust Bank
Oregon
$223K +$194K +2,400 New
CFSG
1260
Community Financial Services Group
Vermont
$223K +$195K +2,419 New
LCM
1261
Lazari Capital Management
California
$222K +$193K +2,385 New
CWS
1262
Confluence Wealth Services
Pennsylvania
$222K -$28.3K -350 -13%
MSA
1263
Marathon Strategic Advisors
Pennsylvania
$222K +$193K +2,383 New
EC
1264
EntryPoint Capital
New York
$221K -$474K -5,868 -71%
BTWM
1265
Baker Tilly Wealth Management
Wisconsin
$220K +$191K +2,362 New
ECM
1266
Elgethun Capital Management
South Dakota
$220K
OA
1267
Oxbow Advisors
Texas
$219K +$191K +2,360 New
CAM
1268
CPA Asset Management
Florida
$219K +$190K +2,356 New
B
1269
Bensler
Washington
$219K +$190K +2,355 New
VIP
1270
Viewpoint Investment Partners
Alberta, Canada
$218K -$40.4K -500 -14%
NPF
1271
Norris Perne & French
Michigan
$218K +$189K +2,342 New
KP
1272
Keel Point
Alabama
$218K -$330K -4,087 -64%
MWM
1273
MOR Wealth Management
Pennsylvania
$217K -$61.3K -758 -25%
SLC
1274
Second Line Capital
Louisiana
$216K +$193K +2,387 New
FDCP
1275
Foster Dykema Cabot & Partners
Massachusetts
$216K