1,422 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, 517 increasing their positions, 477 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
1,422
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
C
1401
Covestor
United Kingdom
$3K
ACM
1402
Anfield Capital Management
California
$2.42K
LWMI
1403
Legacy Wealth Management (Idaho)
Idaho
$2.42K
SFS
1404
Sunrise Financial Services
Washington
$2.42K
MCM
1405
MV Capital Management
Maryland
$2.35K
SC
1406
Steph & Co
Wisconsin
$2.35K
DI
1407
DAGCO Inc
Ohio
$2.2K
BHWM
1408
Beaird Harris Wealth Management
Texas
$2.03K
OAJ
1409
Ogorek Anthony Joseph
New York
$2K
TFA
1410
Toth Financial Advisory
Virginia
$1.91K
Q1WB
1411
Quest 10 Wealth Builders
Virginia
$1.84K
BWM
1412
Bernard Wealth Management
Michigan
$1.4K
AP
1413
Atwood & Palmer
Missouri
$1.1K
CJ
1414
Caitlin John
Michigan
$955
TPBG
1415
Turning Point Benefit Group
Maryland
$661
HFS
1416
Hughes Financial Services
Virginia
$661
GFA
1417
Godfrey Financial Associates
New York
$661
VWA
1418
Valued Wealth Advisors
Utah
$441
QA
1419
Quattro Advisors
Pennsylvania
$229
RS
1420
Rakuten Securities
Japan
$147
MSWM
1421
Mowery & Schoenfeld Wealth Management
Illinois
$74
Loomis, Sayles & Company
1422
Loomis, Sayles & Company
Massachusetts
$65
MI
1423
Motiv8 Investments
Florida
$26
Holocene Advisors
1424
Holocene Advisors
New York
Alyeska Investment Group
1425
Alyeska Investment Group
Illinois