1,570 hedge funds and large institutions have $34.4B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 519 increasing their positions, 515 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 1,4481,570 (+122)

1% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 515

0.51% more ownership

Funds ownership: 12.58%13.09% (+0.51%)

Holders
1,570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.36B
Puts
$769M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1501
Strategic Wealth Advisors
Arizona
$12K
GA
1502
GoalVest Advisory
New York
$12K
CWP
1503
Clark Wealth Partners
Illinois
$11.9K
MIM
1504
Marshall Investment Management
Colorado
$11.7K
BCM
1505
Boreal Capital Management
Florida
$11.6K
MCM
1506
MV Capital Management
Maryland
$11.5K
MS
1507
Monetary Solutions
Ohio
$11.4K
YP
1508
YANKCOM Partnership
South Dakota
$11.3K
IWS
1509
Intentional Wealth Strategies
Colorado
$10.9K
DFA
1510
DHJJ Financial Advisors
Illinois
$10.6K
MLA
1511
MB, Levis & Associates
Pennsylvania
$10.3K
MAM
1512
Morse Asset Management
Connecticut
$10.2K
GWP
1513
Gen-Wealth Partners
Michigan
$10K
BA
1514
Ballast Advisors
Minnesota
$10K
IAS
1515
IMA Advisory Services
Colorado
$9.95K
BFS
1516
Bare Financial Services
Pennsylvania
$9.49K
CC
1517
Corsicana & Co
Texas
$9.38K
GGI
1518
Godsey & Gibb Inc
Virginia
$9.3K
CAM
1519
Costello Asset Management
Pennsylvania
$9.3K
BIM
1520
Breakwater Investment Management
Washington
$8.93K
KFP
1521
Kerr Financial Planning
California
$8.58K
VWA
1522
Valued Wealth Advisors
Utah
$8.28K
SR
1523
Syntax Research
Florida
$7.72K
HWM
1524
HighMark Wealth Management
Minnesota
$7.72K
MSG
1525
Main Street Group
Virginia
$7.72K