1,367 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, 483 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:

2% less funds holding

Funds holding: 1,3891,367 (-22)

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
1,367
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
BS
226
Banco Santander
Spain
$5.15M
CCM
227
Cinctive Capital Management
New York
$5.12M
Connor, Clark & Lunn Investment Management (CC&L)
228
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.05M
RA
229
Royce & Associates
New York
$4.93M
AG
230
Advocate Group
Minnesota
$4.86M
TRCT
231
Tower Research Capital (TRC)
New York
$4.86M
YIA
232
YHB Investment Advisors
Connecticut
$4.85M
PAI
233
Pittenger & Anderson Inc
Nebraska
$4.85M
P
234
&Partners
Tennessee
$4.85M
Lazard Asset Management
235
Lazard Asset Management
New York
$4.78M
FM
236
Family Management
New York
$4.66M
KB
237
Kimelman & Baird
New York
$4.66M
WAM
238
Weatherly Asset Management
California
$4.66M
FT
239
Fiduciary Trust
Massachusetts
$4.62M
BFS
240
Bard Financial Services
Connecticut
$4.58M
NW
241
Naviter Wealth
Arkansas
$4.48M
AI
242
Atria Investments
North Carolina
$4.46M
ACIM
243
Azimuth Capital Investment Management
Michigan
$4.42M
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$4.38M
William Blair & Company
245
William Blair & Company
Illinois
$4.38M
AssetMark Inc
246
AssetMark Inc
California
$4.36M
MPM
247
Meritage Portfolio Management
Kansas
$4.33M
PVM
248
Palogic Value Management
Texas
$4.32M
SS
249
SBI Securities
Japan
$4.31M
AFP
250
Ausdal Financial Partners
Iowa
$4.24M