1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.26%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
226
Cinctive Capital Management
New York
$5.12M +$3.22M +45,801 +170%
Connor, Clark & Lunn Investment Management (CC&L)
227
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.05M +$414K +5,875 +9%
RA
228
Royce & Associates
New York
$4.93M
AG
229
Advocate Group
Minnesota
$4.86M -$40.6K -576 -0.8%
TRCT
230
Tower Research Capital (TRC)
New York
$4.86M +$3.07M +43,670 +173%
YIA
231
YHB Investment Advisors
Connecticut
$4.85M +$19.5K +277 +0.4%
PAI
232
Pittenger & Anderson Inc
Nebraska
$4.85M +$894K +12,700 +23%
P
233
&Partners
Tennessee
$4.85M +$382K +5,419 +9%
Lazard Asset Management
234
Lazard Asset Management
New York
$4.78M -$14.5K -206 -0.3%
FM
235
Family Management
New York
$4.66M +$4.38M +62,274 +1,583%
KB
236
Kimelman & Baird
New York
$4.66M
WAM
237
Weatherly Asset Management
California
$4.66M +$196K +2,789 +4%
FT
238
Fiduciary Trust
Massachusetts
$4.62M -$211K -3,002 -4%
BFS
239
Bard Financial Services
Connecticut
$4.58M -$70.4K -1,000 -2%
NW
240
Naviter Wealth
Arkansas
$4.48M +$101K +1,438 +2%
AI
241
Atria Investments
North Carolina
$4.46M +$238K +3,387 +6%
ACIM
242
Azimuth Capital Investment Management
Michigan
$4.42M -$18.3K -260 -0.4%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$4.38M +$913K +12,968 +26%
William Blair & Company
244
William Blair & Company
Illinois
$4.38M -$112K -1,584 -2%
AssetMark Inc
245
AssetMark Inc
California
$4.36M +$706K +10,023 +19%
MPM
246
Meritage Portfolio Management
Kansas
$4.33M -$111K -1,574 -2%
PVM
247
Palogic Value Management
Texas
$4.32M +$49K +696 +1%
SS
248
SBI Securities
Japan
$4.31M -$54.3K -771 -1%
AFP
249
Ausdal Financial Partners
Iowa
$4.24M -$161K -2,292 -4%
GAM
250
Griffin Asset Management
New York
$4.23M -$78.9K -1,120 -2%