1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $25.9B → $26.5B (+$627M)

0.19% more ownership

Funds ownership: 12.39%12.58% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,439
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$263M
2 +$167M
3 +$127M
4
Jennison Associates
Jennison Associates
New York
+$66.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
1376
Monetary Solutions
Ohio
$9.04K
CFM
1377
Cornerstone Financial Management
Massachusetts
$8.74K
KG
1378
Kilter Group
New York
$8.67K
WWA
1379
Wealth Watch Advisors
Colorado
$8.52K
IAS
1380
IMA Advisory Services
Colorado
$8.52K
DFA
1381
DHJJ Financial Advisors
Illinois
$8.38K
CFFP
1382
Center for Financial Planning
Michigan
$8.23K
MAM
1383
Morse Asset Management
Connecticut
$8.08K
MLA
1384
MB, Levis & Associates
Pennsylvania
$8.04K
TCM
1385
Triumph Capital Management
Colorado
$7.57K
BFS
1386
Bare Financial Services
Pennsylvania
$7.5K
EWM
1387
Evermay Wealth Management
Virginia
$7.35K
BCM
1388
Blume Capital Management
California
$7.35K
KFP
1389
Kerr Financial Planning
California
$7.24K
BIM
1390
Breakwater Investment Management
Washington
$7.05K
CI
1391
CX Institutional
Indiana
$7K
OC
1392
Optima Capital
Oregon
$6.98K
NWM
1393
Nova Wealth Management
Florida
$6.96K
ANBT
1394
American National Bank & Trust
Texas
$6.32K
SR
1395
Syntax Research
Florida
$6.1K
BWM
1396
Benson Wealth Management
Tennessee
$5.88K
APW
1397
Aventura Private Wealth
Florida
$5.44K
BONH
1398
Bank of New Hampshire
New Hampshire
$5.14K
FVIM
1399
Fort Vancouver Investment Management
Washington
$4.92K
FFA
1400
Frazier Financial Advisors
Ohio
$4.9K