SHELL PLC (SHEL) — Hedge Fund Ownership Q4 2025
SHEL
- SHELL PLC (SHEL) is held by 5 of 82 tracked hedge funds, with Pzena Investment Management (1%) and First Eagle Investment Management (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in SHEL holdings came from First Eagle Investment Management (+31%), highlighting conviction.
- The biggest decreases in SHEL holdings came from Pzena Investment Management (-3%) and Dodge & Cox (-1%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SHELL PLC (SHEL) by +3% vs the prior quarter and +2% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Pzena Investment Management Richard Pzena
|
0.72% | 3.3M | -2.76% | -8.38% | $240.8M | $73.48 | — |
| 2 |
First Eagle Investment Management
|
0.11% | 874K | +30.71% | +79.07% | $64.2M | $73.48 | — |
| 3 |
Semper Augustus Investments Group Christopher Bloomstran
|
0.04% | 5K | — | — | $365,049 | $73.48 | — |
| 4 |
Mairs & Power
|
0.01% | 8K | — | — | $551,394 | $73.48 | — |
| 5 |
Dodge & Cox
|
0.00% | 55K | -1.30% | -4.20% | $4.1M | $73.48 | — |
| 5 | Total | — | 4.2M | +2.71% | +2.02% | $310.0M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.