1,448 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 525 increasing their positions, 480 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 (+$629M)

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
1,448
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
C
1426
Covestor
United Kingdom
$3K
LWMI
1427
Legacy Wealth Management (Idaho)
Idaho
$2.42K
ACM
1428
Anfield Capital Management
California
$2.42K
SFS
1429
Sunrise Financial Services
Washington
$2.42K
MCM
1430
MV Capital Management
Maryland
$2.35K
SC
1431
Steph & Co
Wisconsin
$2.35K
DI
1432
DAGCO Inc
Ohio
$2.2K
BHWM
1433
Beaird Harris Wealth Management
Texas
$2.03K
OAJ
1434
Ogorek Anthony Joseph
New York
$2K
TFA
1435
Toth Financial Advisory
Virginia
$1.91K
Q1WB
1436
Quest 10 Wealth Builders
Virginia
$1.84K
BWM
1437
Bernard Wealth Management
Michigan
$1.4K
AP
1438
Atwood & Palmer
Missouri
$1.1K
CJ
1439
Caitlin John
Michigan
$955
TPBG
1440
Turning Point Benefit Group
Maryland
$661
HFS
1441
Hughes Financial Services
Virginia
$661
GFA
1442
Godfrey Financial Associates
New York
$661
CIAM
1443
Caitong International Asset Management
Hong Kong
$441
VWA
1444
Valued Wealth Advisors
Utah
$441
QA
1445
Quattro Advisors
Pennsylvania
$229
RS
1446
Rakuten Securities
Japan
$147
MSWM
1447
Mowery & Schoenfeld Wealth Management
Illinois
$74
Loomis, Sayles & Company
1448
Loomis, Sayles & Company
Massachusetts
$65
MI
1449
Motiv8 Investments
Florida
$26
Holocene Advisors
1450
Holocene Advisors
New York