1,424 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 518 increasing their positions, 478 reducing their positions, and 71 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 (+$595M)

0.18% more ownership

Funds ownership: 12.39%12.57% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,424
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
$907M
Puts
$455M
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
OW
1401
Olistico Wealth
Oklahoma
$3.29K
AIP
1402
Ameritas Investment Partners
Nebraska
$3.27K
C
1403
Covestor
United Kingdom
$3K
ACM
1404
Anfield Capital Management
California
$2.42K
LWMI
1405
Legacy Wealth Management (Idaho)
Idaho
$2.42K
SFS
1406
Sunrise Financial Services
Washington
$2.42K
MCM
1407
MV Capital Management
Maryland
$2.35K
SC
1408
Steph & Co
Wisconsin
$2.35K
DI
1409
DAGCO Inc
Ohio
$2.2K
BHWM
1410
Beaird Harris Wealth Management
Texas
$2.03K
OAJ
1411
Ogorek Anthony Joseph
New York
$2K
TFA
1412
Toth Financial Advisory
Virginia
$1.91K
Q1WB
1413
Quest 10 Wealth Builders
Virginia
$1.84K
BWM
1414
Bernard Wealth Management
Michigan
$1.4K
AP
1415
Atwood & Palmer
Missouri
$1.1K
CJ
1416
Caitlin John
Michigan
$955
TPBG
1417
Turning Point Benefit Group
Maryland
$661
HFS
1418
Hughes Financial Services
Virginia
$661
GFA
1419
Godfrey Financial Associates
New York
$661
VWA
1420
Valued Wealth Advisors
Utah
$441
QA
1421
Quattro Advisors
Pennsylvania
$229
RS
1422
Rakuten Securities
Japan
$147
MSWM
1423
Mowery & Schoenfeld Wealth Management
Illinois
$74
Loomis, Sayles & Company
1424
Loomis, Sayles & Company
Massachusetts
$65
MI
1425
Motiv8 Investments
Florida
$26