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
BC
1451
Bridgefront Capital
Texas
SC
1452
SummitTX Capital
Texas
LKIM
1453
Lawson Kroeker Investment Management
Nebraska
DTC
1454
Davidson Trust Company
Washington
SWGC
1455
Summit Wealth Group (Colorado)
Colorado
SC
1456
Saturna Capital
Washington
SWM
1457
Shepherd Wealth Management
Ohio
PCMF
1458
Private Capital Management (Florida)
Florida
CCG
1459
Cypress Capital Group
Florida
FFA
1460
Founders Financial Alliance
North Carolina
HIS
1461
Harvest Investment Services
Illinois
BFG
1462
Birch Financial Group
New Hampshire
AWM
1463
Arista Wealth Management
Nevada
ABC
1464
Associated Banc-Corp
Wisconsin
DC
1465
Diametric Capital
Massachusetts
BBW
1466
Blue Barn Wealth
Utah
CWG
1467
Cornerstone Wealth Group
North Carolina
SIC
1468
Salem Investment Counselors
North Carolina
ABWM
1469
Alpine Bank Wealth Management
Colorado
SFCL
1470
Strengthening Families & Communities LLC
Massachusetts
SSG
1471
Summit Securities Group
New York
HWA
1472
Heartwood Wealth Advisors
Virginia
NC
1473
North Capital
Utah
IUHSA
1474
Itau Unibanco Holding S.A.
Brazil
TIM
1475
Tortoise Investment Management
New York