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