We are live on ! Find out more

1,581 hedge funds and large institutions have $34.5B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 240 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 76

100% more funds holding in top 10

Funds holding in top 10: 1632 (+16)

77% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $769M

30% more capital invested

Capital invested by funds: $26.6B → $34.5B (+$7.93B)

9% more funds holding

Funds holding: 1,4501,581 (+131)

0.51% more ownership

Funds ownership: 12.59%13.11% (+0.51%)

0% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 521

Holders
1,581
Holders Change
+131
Holders Change %
+9.03%
% of All Funds
19.48%
Holding in Top 10
32
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+100%
% of All Funds
0.39%
New
240
Increased
522
Reduced
521
Closed
76
Calls
$1.36B
Puts
$769M
Net Calls
+$591M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1426
Highline Wealth Partners
California
$44.6K +$4.77K +59 +14%
WETS
1427
Wealth Enhancement Trust Services
South Dakota
$44.2K +$3.64K +45 +10%
JFA
1428
JNBA Financial Advisors
Minnesota
$43.2K -$12.3K -152 -25%
AF
1429
Alerus Financial
North Dakota
$43.1K -$4.12K -51 -10%
VNA
1430
Valley National Advisers
Pennsylvania
$41K
CB
1431
Community Bank
New York
$40.9K
PWAM
1432
Private Wealth Asset Management
Iowa
$39.3K
MWPCG
1433
Measured Wealth Private Client Group
New Hampshire
$38.1K
QPBE
1434
Quintet Private Bank (Europe)
Luxembourg
$37.9K +$32.9K +407 New
YDMI
1435
Y.D. More Investments
Israel
$37.2K
WAG
1436
Wiser Advisor Group
Arizona
$36.7K +$323 +4 +1%
PK
1437
Pflug Koory
Nebraska
$36.5K
PWA
1438
Provenance Wealth Advisors
Florida
$36.3K
NF
1439
Napier Financial
Massachusetts
$36.1K +$31.4K +389 New
MSFP
1440
Mark Sheptoff Financial Planning
Connecticut
$35.9K -$28.3K -350 -47%
DWP
1441
Destiny Wealth Partners
Florida
$34.9K +$30.3K +375 New
FC
1442
Financial Consulate
Maryland
$34.5K +$15.4K +191 +106%
CFO
1443
CVA Family Office
Colorado
$33.7K
NEWAS
1444
N.E.W. Advisory Services
Wisconsin
$32.8K +$17K +210 +147%
SGK
1445
Steigerwald Gordon & Koch
Virginia
$32.5K -$24.2K -299 -46%
OA
1446
Operose Advisors
Wisconsin
$32.5K +$28.3K +350 New
NECFA
1447
New England Capital Financial Advisors
Connecticut
$31.4K
DWM
1448
Dogwood Wealth Management
Kansas
$31.2K +$6.06K +75 +29%
MAS
1449
MPWM Advisory Solutions
Georgia
$30.5K +$242 +3 +0.9%
TAR
1450
Trask Adam Roland
$30.2K +$26.3K +325 New