1,360 hedge funds and large institutions have $25.6B invested in Shell in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 485 increasing their positions, 484 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $26.3B → $25.6B (-$770M)

1% less funds holding

Funds holding: 1,3741,360 (-14)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
1,360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.06B
Puts
$429M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1301
Westfuller Advisors
New York
$9.47K
PPC
1302
Park Place Capital
Alabama
$9.3K
PS
1303
Pinney & Scofield
Massachusetts
$9.3K
CC
1304
Corsicana & Co
Texas
$9.16K
PIS
1305
POM Investment Strategies
North Carolina
$9.08K
NFSG
1306
Newbridge Financial Services Group
Florida
$9K
YP
1307
YANKCOM Partnership
South Dakota
$8.73K
SWP
1308
Strategic Wealth Partners
Ohio
$8.63K
BFS
1309
Bare Financial Services
Pennsylvania
$8.37K
WWA
1310
Wealth Watch Advisors
Colorado
$8.3K
DFA
1311
DHJJ Financial Advisors
Illinois
$8.15K
CFFP
1312
Center for Financial Planning
Michigan
$8.01K
MAM
1313
Morse Asset Management
Connecticut
$7.87K
MLA
1314
MB, Levis & Associates
Pennsylvania
$7.75K
BCM
1315
Blume Capital Management
California
$7.15K
EWM
1316
Evermay Wealth Management
Virginia
$7.15K
CWM
1317
Crowley Wealth Management
Delaware
$7.15K
WWM
1318
Wolff Wiese Magana
California
$7.08K
BIM
1319
Breakwater Investment Management
Washington
$6.87K
NWM
1320
Nova Wealth Management
Florida
$6.78K
BMC
1321
Bear Mountain Capital
Washington
$6.61K
MSG
1322
Main Street Group
Virginia
$5.94K
SR
1323
Syntax Research
Florida
$5.94K
BHWM
1324
Beaird Harris Wealth Management
Texas
$5.62K
WOC
1325
West Oak Capital
California
$5.22K