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
AFP
251
Ausdal Financial Partners
Iowa
$4.24M
GAM
252
Griffin Asset Management
New York
$4.23M
EWA
253
Exencial Wealth Advisors
Oklahoma
$4.22M
BCM
254
Brookmont Capital Management
Texas
$4.22M
PGFC
255
Peapack-Gladstone Financial Corp
New Jersey
$4.18M
GHAM
256
Gilman Hill Asset Management
Connecticut
$4.17M
BCM
257
Beddow Capital Management
Wyoming
$4.17M
USCWA
258
U.S. Capital Wealth Advisors
Texas
$4.17M
DHC
259
Drum Hill Capital
Connecticut
$4.1M
YC
260
Yarbrough Capital
Tennessee
$4.05M
SBH
261
Segall Bryant & Hamill
Illinois
$4.05M
Dodge & Cox
262
Dodge & Cox
California
$4.03M
DAM
263
Deltec Asset Management
New York
$4.03M
VA
264
Vident Advisory
Georgia
$4M
CCMINC
265
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4M
HAM
266
Hedges Asset Management
Nevada
$3.95M
S
267
SignatureFD
Georgia
$3.94M
FSA
268
Fort Sheridan Advisors
Illinois
$3.92M
BFG
269
Bleakley Financial Group
New Jersey
$3.91M
Deutsche Bank
270
Deutsche Bank
Germany
$3.75M
BCCM
271
Bridge Creek Capital Management
Massachusetts
$3.74M
ITC
272
Inspire Trust Company
Nevada
$3.73M
SI
273
Stephens Inc
Arkansas
$3.69M
HNB
274
Huntington National Bank
Ohio
$3.67M
VAS
275
Vestmark Advisory Solutions
Massachusetts
$3.64M