1,572 hedge funds and large institutions have $34.5B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 521 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: 1,4491,572 (+123)

1% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 515

0.51% more ownership

Funds ownership: 12.59%13.1% (+0.51%)

Holders
1,572
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
WSA
1551
Wealth Science Advisors
Georgia
$4.04K
SFS
1552
Sunrise Financial Services
Washington
$3.35K
RCM
1553
Raleigh Capital Management
North Carolina
$3.35K
IWP
1554
IAG Wealth Partners
Wisconsin
$3.16K
LWMI
1555
Legacy Wealth Management (Idaho)
Idaho
$3.07K
OAJ
1556
Ogorek Anthony Joseph
New York
$3K
HCM
1557
Horrell Capital Management
Arkansas
$2.98K
DI
1558
DAGCO Inc
Ohio
$2.79K
BHWM
1559
Beaird Harris Wealth Management
Texas
$2.57K
TFA
1560
Toth Financial Advisory
Virginia
$2.42K
Q1WB
1561
Quest 10 Wealth Builders
Virginia
$2.33K
BWM
1562
Bernard Wealth Management
Michigan
$1.77K
FFA
1563
Frazier Financial Advisors
Ohio
$1.4K
AP
1564
Atwood & Palmer
Missouri
$1.4K
NWS
1565
Nvest Wealth Strategies
Ohio
$1.4K
CJ
1566
Caitlin John
Michigan
$1.21K
HFS
1567
Hughes Financial Services
Virginia
$837
GFA
1568
Godfrey Financial Associates
New York
$837
WA
1569
Walsh & Associates
Florida
$372
FGAM
1570
Financial Gravity Asset Management
Texas
$279
MSWM
1571
Mowery & Schoenfeld Wealth Management
Illinois
$93
Loomis, Sayles & Company
1572
Loomis, Sayles & Company
Massachusetts
$82
Renaissance Technologies
1573
Renaissance Technologies
New York
MIM
1574
Merewether Investment Management
Texas
LCM
1575
Logan Capital Management
Pennsylvania