1,369 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 484 increasing their positions, 503 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3891,369 (-20)

7% less capital invested

Capital invested by funds: $28.3B → $26.3B (-$1.97B)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
1,369
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.08B
Puts
$468M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
226
Regency Capital Management
Hawaii
$5.18M
BS
227
Banco Santander
Spain
$5.15M
CCM
228
Cinctive Capital Management
New York
$5.12M
Connor, Clark & Lunn Investment Management (CC&L)
229
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.05M
RA
230
Royce & Associates
New York
$4.93M
AG
231
Advocate Group
Minnesota
$4.86M
TRCT
232
Tower Research Capital (TRC)
New York
$4.86M
YIA
233
YHB Investment Advisors
Connecticut
$4.85M
PAI
234
Pittenger & Anderson Inc
Nebraska
$4.85M
P
235
&Partners
Tennessee
$4.85M
Lazard Asset Management
236
Lazard Asset Management
New York
$4.78M
FM
237
Family Management
New York
$4.66M
KB
238
Kimelman & Baird
New York
$4.66M
WAM
239
Weatherly Asset Management
California
$4.66M
FT
240
Fiduciary Trust
Massachusetts
$4.62M
BFS
241
Bard Financial Services
Connecticut
$4.58M
NW
242
Naviter Wealth
Arkansas
$4.48M
AI
243
Atria Investments
North Carolina
$4.46M
ACIM
244
Azimuth Capital Investment Management
Michigan
$4.42M
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$4.38M
William Blair & Company
246
William Blair & Company
Illinois
$4.38M
AssetMark Inc
247
AssetMark Inc
California
$4.36M
MPM
248
Meritage Portfolio Management
Kansas
$4.33M
PVM
249
Palogic Value Management
Texas
$4.32M
SS
250
SBI Securities
Japan
$4.31M