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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
RMF
1301
Red Mountain Financial
Colorado
$205K +$178K +2,203 New
MPW
1302
Magnolia Private Wealth
Pennsylvania
$205K +$178K +2,202 New
VC
1303
Veery Capital
Delaware
$204K +$177K +2,194 New
KFA
1304
Kapstone Financial Advisors
Ohio
$202K +$176K +2,177 New
EL
1305
EWA LLC
Pennsylvania
$202K +$176K +2,174 New
SFG
1306
SevenBridge Financial Group
Pennsylvania
$202K +$182K +2,258 New
MIM
1307
MTM Investment Management
South Carolina
$201K +$323 +4 +0.2%
Financial Engines Advisors
1308
Financial Engines Advisors
California
$201K +$174K +2,157 New
GIA
1309
Gladstone Institutional Advisory
Florida
$200K +$174K +2,152 New
AW
1310
Avion Wealth
Texas
$199K +$80.8K +1,000 +88%
SL
1311
Salomon & Ludwin
Virginia
$195K +$65K +805 +63%
VIA
1312
Virtus Investment Advisers
Connecticut
$193K -$13.3K -164 -7%
RFP
1313
Root Financial Partners
California
$192K -$62.6K -775 -27%
BCFD
1314
Boit C.F. David
$186K
UBP
1315
Union Bancaire Privee
Switzerland
$184K
MO
1316
McMillan Office
Michigan
$184K -$43.9K -543 -22%
WA
1317
Whipplewood Advisors
Colorado
$184K +$71.5K +885 +81%
HHCP
1318
Hilton Head Capital Partners
South Carolina
$183K -$1.45K -18 -0.9%
AF
1319
Advisornet Financial
Minnesota
$180K -$6.14K -76 -4%
OCWP
1320
Owl Creek Wealth Partners
Colorado
$179K +$156K +1,928 New
CA
1321
CoreCap Advisors
Michigan
$176K +$44.7K +553 +41%
RTC
1322
Riverview Trust Company
Washington
$176K -$59.8K -740 -28%
NWMP
1323
Noble Wealth Management PBC
Colorado
$175K
TPWA
1324
Twin Peaks Wealth Advisors
California
$175K +$152K +1,882 New
SIS
1325
Sound Income Strategies
Florida
$172K -$5.25K -65 -3%