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
Lido Advisors
301
Lido Advisors
California
$2.86M
WSFS
302
Wilmington Savings Fund Society
Delaware
$2.86M
CAM
303
Columbia Asset Management
Michigan
$2.85M
IWC
304
Integrated Wealth Concepts
Massachusetts
$2.75M
YCM
305
Yousif Capital Management
Michigan
$2.74M
ASN
306
Advisory Services Network
Georgia
$2.74M
HW
307
HORAN Wealth
Ohio
$2.72M
DMC
308
Drexel Morgan & Co
Pennsylvania
$2.71M
AF
309
Allworth Financial
California
$2.71M
AC
310
Asio Capital
Kentucky
$2.71M
HAG
311
HF Advisory Group
Maryland
$2.71M
AMG
312
Advisors Management Group
Wisconsin
$2.69M
ATPW
313
Ashton Thomas Private Wealth
Arizona
$2.68M
MCM
314
Mitchell Capital Management
Kansas
$2.68M
OCAM
315
Onex Canada Asset Management
Ontario, Canada
$2.65M
HFS
316
Hantz Financial Services
Michigan
$2.65M
AS
317
Altshuler Shaham
Israel
$2.61M
IC
318
IEQ Capital
California
$2.6M
NSLI
319
Nan Shan Life Insurance
Taiwan
$2.6M
KPWS
320
Kestra Private Wealth Services
Texas
$2.57M
AWA
321
Arkadios Wealth Advisors
Georgia
$2.57M
CA
322
Continental Advisors
Utah
$2.57M
QIM
323
Quest Investment Management
Oregon
$2.56M
VT
324
Vise Technologies
New York
$2.56M
FA
325
Fiduciary Alliance
South Carolina
$2.55M