1,439 hedge funds and large institutions have $26.5B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 522 increasing their positions, 479 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 (+$627M)

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
1,439
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
PCMF
1476
Private Capital Management (Florida)
Florida
CCG
1477
Cypress Capital Group
Florida
FFA
1478
Founders Financial Alliance
North Carolina
HIS
1479
Harvest Investment Services
Illinois
BFG
1480
Birch Financial Group
New Hampshire
AWM
1481
Arista Wealth Management
Nevada
ABC
1482
Associated Banc-Corp
Wisconsin
DC
1483
Diametric Capital
Massachusetts
BBW
1484
Blue Barn Wealth
Utah
CWG
1485
Cornerstone Wealth Group
North Carolina
SIC
1486
Salem Investment Counselors
North Carolina
ABWM
1487
Alpine Bank Wealth Management
Colorado
SFCL
1488
Strengthening Families & Communities LLC
Massachusetts
SSG
1489
Summit Securities Group
New York
HWA
1490
Heartwood Wealth Advisors
Virginia
NC
1491
North Capital
Utah
IUHSA
1492
Itau Unibanco Holding S.A.
Brazil
TIM
1493
Tortoise Investment Management
New York
GFWA
1494
Grey Fox Wealth Advisors
Delaware
ATC
1495
Advantage Trust Company
Kansas
JWM
1496
JPL Wealth Management
Colorado
FIM
1497
FWL Investment Management
Texas
FFWM
1498
Future Financial Wealth Management
Ohio
HFS
1499
Hopwood Financial Services
Virginia
SC
1500
Swan Capital
Florida