1,570 hedge funds and large institutions have $34.4B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 519 increasing their positions, 515 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 1,4481,570 (+122)

1% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 515

0.51% more ownership

Funds ownership: 12.58%13.09% (+0.51%)

Holders
1,570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.36B
Puts
$769M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1301
Gladstone Institutional Advisory
Florida
$200K
AW
1302
Avion Wealth
Texas
$199K
SL
1303
Salomon & Ludwin
Virginia
$195K
VIA
1304
Virtus Investment Advisers
Connecticut
$193K
RFP
1305
Root Financial Partners
California
$192K
BCFD
1306
Boit C.F. David
$186K
UBP
1307
Union Bancaire Privee
Switzerland
$184K
MO
1308
McMillan Office
Michigan
$184K
WA
1309
Whipplewood Advisors
Colorado
$184K
HHCP
1310
Hilton Head Capital Partners
South Carolina
$183K
AF
1311
Advisornet Financial
Minnesota
$180K
OCWP
1312
Owl Creek Wealth Partners
Colorado
$179K
CA
1313
CoreCap Advisors
Michigan
$176K
RTC
1314
Riverview Trust Company
Washington
$176K
NWMP
1315
Noble Wealth Management PBC
Colorado
$175K
TPWA
1316
Twin Peaks Wealth Advisors
California
$175K
SIS
1317
Sound Income Strategies
Florida
$172K
WCM
1318
Westend Capital Management
California
$168K
MWA
1319
Medallion Wealth Advisors
Connecticut
$168K
PB
1320
Pinnacle Bancorp
Nebraska
$165K
AWM
1321
Ameliora Wealth Management
Switzerland
$160K
SMBT
1322
Southern Michigan Bank & Trust
Michigan
$160K
TLFA
1323
True Link Financial Advisors
California
$158K
ACM
1324
Anfield Capital Management
California
$157K
RF
1325
Rossby Financial
Florida
$153K