1,338 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 476 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
-31
Holders Change %
-2.26%
% of All Funds
19.35%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
476
Reduced
485
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TCCM
1426
Timber Creek Capital Management
Massachusetts
-$93.8K -1,300 Closed
OWA
1427
Opal Wealth Advisors
New York
-$92.5K -1,281 Closed
RWMG
1428
Redwood Wealth Management Group
New Jersey
-$60.4K -837 Closed
NFSG
1429
Newbridge Financial Services Group
Florida
-$51.8K -718 Closed
EC
1430
EntryPoint Capital
New York
-$34.5K -478 Closed
AFWM
1431
Abich Financial Wealth Management
Virginia
-$32.8K -455 Closed
TWP
1432
Triad Wealth Partners
Kansas
-$31.5K -436 Closed
TSWM
1433
Tyler-Stone Wealth Management
Ohio
-$28.7K -397 Closed
PCMC
1434
Planning Capital Management Corporation
Pennsylvania
-$25.4K -352 Closed
RFA
1435
Register Financial Advisors
Georgia
-$23.2K -321 Closed
CC
1436
Cultivar Capital
Texas
-$21.3K -295 Closed
KFS
1437
Kelly Financial Services
Massachusetts
-$18.6K -257 Closed
CBT
1438
Central Bank & Trust
Kentucky
-$16.6K -230 Closed
FRA
1439
Front Row Advisors
California
-$15.2K -211 Closed
VWWMG
1440
Vermillion & White Wealth Management Group
Pennsylvania
-$13.9K -193 Closed
CTB
1441
Country Trust Bank
Illinois
-$13.6K -188 Closed
KFP
1442
Keener Financial Planning
Texas
-$7K -107 Closed
TCG
1443
Transcendent Capital Group
Oklahoma
-$6.14K -85 Closed
WIA
1444
Wetzel Investment Advisors
Indiana
-$4.43K -66 Closed
TJHA
1445
Thomas J. Herzfeld Advisors
Florida
-$2.6K -36 Closed
EFP
1446
EnRich Financial Partners
Wisconsin
-$2.38K -33 Closed
SGC
1447
Slocum, Gordon & Co
Rhode Island
-$2.17K -30 Closed
BFA
1448
Brown Financial Advisors
Ohio
-$1.66K -23 Closed