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
CIAM
1351
Caitong International Asset Management
Hong Kong
$787
S
1352
Sachetta
Massachusetts
$716
TCM
1353
Triumph Capital Management
Colorado
$715
HFS
1354
Hughes Financial Services
Virginia
$689
TPBG
1355
Turning Point Benefit Group
Maryland
$651
VWA
1356
Valued Wealth Advisors
Utah
$430
FGAM
1357
Financial Gravity Asset Management
Texas
$429
IW
1358
Imprint Wealth
South Carolina
$429
MSWM
1359
Mowery & Schoenfeld Wealth Management
Illinois
$72
Loomis, Sayles & Company
1360
Loomis, Sayles & Company
Massachusetts
$63
FGP
1361
Freestone Grove Partners
California
Marshall Wace
1362
Marshall Wace
United Kingdom
QC
1363
Quadrature Capital
United Kingdom
CII
1364
Capital International Inc
California
HHAM
1365
HITE Hedge Asset Management
Massachusetts
GS
1366
GTS Securities
New York
CIA
1367
Corigliano Investment Advisers
North Carolina
SCM
1368
SIR Capital Management
New York
BS
1369
Banco Santander
Spain
AI
1370
Atom Investors
Texas
IP
1371
Interval Partners
New York
OCAM
1372
Onex Canada Asset Management
Ontario, Canada
NSLI
1373
Nan Shan Life Insurance
Taiwan
WT
1374
Whittier Trust
California
WTC
1375
WhitTier Trust Company
Nevada