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
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$2.87M
Lido Advisors
302
Lido Advisors
California
$2.86M
WSFS
303
Wilmington Savings Fund Society
Delaware
$2.86M
CAM
304
Columbia Asset Management
Michigan
$2.85M
IWC
305
Integrated Wealth Concepts
Massachusetts
$2.75M
YCM
306
Yousif Capital Management
Michigan
$2.74M
ASN
307
Advisory Services Network
Georgia
$2.74M
HW
308
HORAN Wealth
Ohio
$2.72M
DMC
309
Drexel Morgan & Co
Pennsylvania
$2.71M
AF
310
Allworth Financial
California
$2.71M
AC
311
Asio Capital
Kentucky
$2.71M
HAG
312
HF Advisory Group
Maryland
$2.71M
AMG
313
Advisors Management Group
Wisconsin
$2.69M
ATPW
314
Ashton Thomas Private Wealth
Arizona
$2.68M
MCM
315
Mitchell Capital Management
Kansas
$2.68M
OCAM
316
Onex Canada Asset Management
Ontario, Canada
$2.65M
HFS
317
Hantz Financial Services
Michigan
$2.65M
AS
318
Altshuler Shaham
Israel
$2.61M
IC
319
IEQ Capital
California
$2.6M
NSLI
320
Nan Shan Life Insurance
Taiwan
$2.6M
KPWS
321
Kestra Private Wealth Services
Texas
$2.57M
AWA
322
Arkadios Wealth Advisors
Georgia
$2.57M
CA
323
Continental Advisors
Utah
$2.57M
QIM
324
Quest Investment Management
Oregon
$2.56M
VT
325
Vise Technologies
New York
$2.56M