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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
SWM
1276
Stockman Wealth Management
Montana
$216K +$188K +2,325 New
FB
1277
First Bancorp
Maine
$216K +$188K +2,321 New
BWP
1278
Barlow Wealth Partners
Kentucky
$215K +$198K +2,450 New
VA
1279
Valmark Advisers
Ohio
$215K +$187K +2,313 New
WQ
1280
Wealth Quarterback
New Jersey
$215K +$187K +2,310 New
TFG
1281
Taylor Financial Group
Virginia
$214K +$186K +2,304 New
CIA
1282
Compass Ion Advisors
Pennsylvania
$214K +$186K +2,299 New
HI
1283
Hudock Inc
Pennsylvania
$213K +$185K +2,290 New
HL
1284
HeadInvest LLC
Maine
$213K +$185K +2,290 New
SC
1285
Schubert & Co
Texas
$213K +$185K +2,285 New
SCA
1286
Sulzberger Capital Advisors
Florida
$212K +$185K +2,284 New
PCA
1287
Prosperity Capital Advisors
Ohio
$211K +$184K +2,274 New
OC
1288
Oarsman Capital
Wisconsin
$211K +$183K +2,269 New
FNT
1289
First National Trust
Pennsylvania
$211K +$183K +2,267 New
FBFS
1290
First Business Financial Services
Wisconsin
$210K +$182K +2,257 New
JSSH
1291
J. Safra Sarasin Holding
$210K +$183K +2,263 New
SP
1292
Stonebrook Private
Michigan
$209K +$182K +2,248 New
IFWM
1293
Institute for Wealth Management
Colorado
$209K +$181K +2,243 New
BC
1294
BDFS Capital
Delaware
$208K +$181K +2,239 New
SW
1295
SteelPeak Wealth
California
$208K -$55K -681 -23%
LGW
1296
Leslie Global Wealth
Illinois
$207K +$180K +2,231 New
ELM
1297
Elite Life Management
Florida
$207K +$199K +2,461 New
LJAC
1298
L.J. Altfest & Co
New York
$207K +$179K +2,221 New
AIC
1299
Argus Investors Counsel
New York
$206K -$41.9K -518 -19%
MWA
1300
Mills Wealth Advisors
Texas
$205K +$178K +2,209 New