1,381 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 490 increasing their positions, 507 reducing their positions, and 103 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: 1,4021,381 (-21)

7% less capital invested

Capital invested by funds: $28.5B → $26.6B (-$1.95B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,381
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
BCI
226
Brinker Capital Investments
Pennsylvania
$5.19M
RCM
227
Regency Capital Management
Hawaii
$5.18M
BS
228
Banco Santander
Spain
$5.15M
CCM
229
Cinctive Capital Management
New York
$5.12M
Connor, Clark & Lunn Investment Management (CC&L)
230
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.05M
RA
231
Royce & Associates
New York
$4.93M
AG
232
Advocate Group
Minnesota
$4.86M
TRCT
233
Tower Research Capital (TRC)
New York
$4.86M
YIA
234
YHB Investment Advisors
Connecticut
$4.85M
PAI
235
Pittenger & Anderson Inc
Nebraska
$4.85M
P
236
&Partners
Tennessee
$4.85M
Lazard Asset Management
237
Lazard Asset Management
New York
$4.78M
FM
238
Family Management
New York
$4.66M
KB
239
Kimelman & Baird
New York
$4.66M
WAM
240
Weatherly Asset Management
California
$4.66M
FT
241
Fiduciary Trust
Massachusetts
$4.62M
BFS
242
Bard Financial Services
Connecticut
$4.58M
NW
243
Naviter Wealth
Arkansas
$4.48M
AI
244
Atria Investments
North Carolina
$4.46M
ACIM
245
Azimuth Capital Investment Management
Michigan
$4.42M
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$4.38M
William Blair & Company
247
William Blair & Company
Illinois
$4.38M
AssetMark Inc
248
AssetMark Inc
California
$4.36M
MPM
249
Meritage Portfolio Management
Kansas
$4.33M
PVM
250
Palogic Value Management
Texas
$4.32M