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
FCMT
1251
Founders Capital Management (Texas)
Texas
$56.6K
AAG
1252
Armstrong Advisory Group
Massachusetts
$56.1K
TC
1253
Tacita Capital
Ontario, Canada
$55.3K
EW
1254
Elyxium Wealth
California
$55.2K
MSFP
1255
Mark Sheptoff Financial Planning
Connecticut
$55.1K
WB
1256
Webster Bank
Connecticut
$54.3K
VWM
1257
Vermillion Wealth Management
Minnesota
$53.8K
CSC
1258
Caldwell Sutter Capital
California
$53.3K
WIM
1259
Westside Investment Management
California
$52.4K
CIA
1260
Cape Investment Advisory
Georgia
$52.1K
AFG
1261
Albion Financial Group
Utah
$51.6K
FDW
1262
Fourth Dimension Wealth
Ohio
$50.1K
BLC
1263
Brown, Lisle/Cummings
Rhode Island
$49.6K
SGK
1264
Steigerwald Gordon & Koch
Virginia
$47.7K
FNWA
1265
Financial Network Wealth Advisors
Utah
$46.1K
JFA
1266
JNBA Financial Advisors
Minnesota
$45.3K
RTL
1267
Red Tortoise LLC
Georgia
$44.8K
SAG
1268
SageView Advisory Group
California
$44.7K
LB
1269
Legacy Bridge
Iowa
$44.1K
TCM
1270
TD Capital Management
Tennessee
$43.9K
Zurich Cantonal Bank
1271
Zurich Cantonal Bank
Switzerland
$43.1K
MEG
1272
Millstone Evans Group
Colorado
$42.3K
FMTCOCP
1273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
KFAS
1274
Keating Financial Advisory Services
Kansas
$40.7K
NFSG
1275
Newbridge Financial Services Group
Florida
$38.7K