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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
OW
1426
Olistico Wealth
Oklahoma
$3.29K
AIP
1427
Ameritas Investment Partners
Nebraska
$3.27K
C
1428
Covestor
United Kingdom
$3K
ACM
1429
Anfield Capital Management
California
$2.42K
LWMI
1430
Legacy Wealth Management (Idaho)
Idaho
$2.42K
SFS
1431
Sunrise Financial Services
Washington
$2.42K
MCM
1432
MV Capital Management
Maryland
$2.35K
SC
1433
Steph & Co
Wisconsin
$2.35K
DI
1434
DAGCO Inc
Ohio
$2.2K
BHWM
1435
Beaird Harris Wealth Management
Texas
$2.03K
OAJ
1436
Ogorek Anthony Joseph
New York
$2K
TFA
1437
Toth Financial Advisory
Virginia
$1.91K
Q1WB
1438
Quest 10 Wealth Builders
Virginia
$1.84K
BWM
1439
Bernard Wealth Management
Michigan
$1.4K
AP
1440
Atwood & Palmer
Missouri
$1.1K
CJ
1441
Caitlin John
Michigan
$955
HFS
1442
Hughes Financial Services
Virginia
$661
TPBG
1443
Turning Point Benefit Group
Maryland
$661
GFA
1444
Godfrey Financial Associates
New York
$661
CIAM
1445
Caitong International Asset Management
Hong Kong
$441
VWA
1446
Valued Wealth Advisors
Utah
$441
QA
1447
Quattro Advisors
Pennsylvania
$229
RS
1448
Rakuten Securities
Japan
$147
MSWM
1449
Mowery & Schoenfeld Wealth Management
Illinois
$74
Loomis, Sayles & Company
1450
Loomis, Sayles & Company
Massachusetts
$65