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1,450 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 480 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 → $26.6B (+$630M)

0.19% more ownership

Funds ownership: 12.4%12.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
1,450
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
EPAM
151
Euro Pacific Asset Management
Puerto Rico
$11.6M
EIA
152
Edgemoor Investment Advisors
Maryland
$11.6M
CK
153
Cohen Klingenstein
New York
$11.5M
AHC
154
Adell Harriman & Carpenter
Texas
$11.5M
Truist Financial
155
Truist Financial
North Carolina
$11.5M
EGM
156
Engineers Gate Manager
New York
$11.3M
IWA
157
IBEX Wealth Advisors
New Jersey
$11.3M
WCM
158
Wedge Capital Management
North Carolina
$11M
PFS
159
Prospera Financial Services
Texas
$10.9M
WC
160
Woodstock Corp
Massachusetts
$10.7M
MML Investors Services
161
MML Investors Services
Massachusetts
$10.7M
YIH
162
Y-Intercept (HK)
Hong Kong
$10.4M
Mirae Asset Global ETFs Holdings
163
Mirae Asset Global ETFs Holdings
Hong Kong
$10.3M
VPIM
164
Vanguard Personalized Indexing Management
California
$10.3M
GT
165
Glenmede Trust
Pennsylvania
$10.1M
Citadel Advisors
166
Citadel Advisors
Florida
$9.96M
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$9.9M
BFA
168
Bragg Financial Advisors
North Carolina
$9.65M
CFO
169
Callan Family Office
Pennsylvania
$9.6M
SIA
170
Sit Investment Associates
Minnesota
$9.42M
CRC
171
Curi RMB Capital
Illinois
$9.32M
NA
172
NewEdge Advisors
Louisiana
$9.2M
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$8.88M
VAS
174
Vestmark Advisory Solutions
Massachusetts
$8.78M
CCM
175
Callodine Capital Management
Massachusetts
$8.6M