1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.26%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
326
Advisors Asset Management
Colorado
$2.54M -$104K -1,483 -4%
FWM
327
Forefront Wealth Management
Pennsylvania
$2.54M -$493 -7 -0%
CB
328
Commerce Bank
Missouri
$2.54M +$186K +2,639 +8%
BIG
329
Brooklyn Investment Group
New York
$2.54M +$1.33M +18,906 +110%
LIA
330
Limestone Investment Advisors
New York
$2.53M +$2.53M +36,000 New
NW
331
NewEdge Wealth
Pennsylvania
$2.52M -$141K -1,972 -5%
BPA
332
Beacon Pointe Advisors
California
$2.5M +$28.1K +399 +1%
NCM
333
Nelson Capital Management
California
$2.48M -$10.3K -146 -0.4%
Parallax Volatility Advisers
334
Parallax Volatility Advisers
California
$2.45M -$9.2M -130,674 -79%
OWP
335
Obermeyer Wealth Partners
Colorado
$2.43M +$1.05M +14,979 +77%
PWW
336
Pettyjohn Wood & White
Virginia
$2.42M -$31.7K -450 -1%
FFM
337
Forum Financial Management
Illinois
$2.41M -$469K -6,655 -16%
WT
338
Whittier Trust
California
$2.41M +$237K +3,361 +11%
MCM
339
Mill Capital Management
North Carolina
$2.41M
PAG
340
Private Advisor Group
New Jersey
$2.4M -$121K -1,718 -5%
RWA
341
Roberts Wealth Advisors
California
$2.39M +$19.2K +272 +0.8%
Thrivent Financial for Lutherans
342
Thrivent Financial for Lutherans
Minnesota
$2.35M +$1.3M +18,487 +125%
RG
343
Rathbones Group
United Kingdom
$2.34M -$106K -1,504 -4%
DAS
344
DMKC Advisory Services
Iowa
$2.33M +$186K +2,650 +9%
I
345
InvesTrust
Oklahoma
$2.32M -$3.32M -47,121 -59%
KCM
346
Kanawha Capital Management
Virginia
$2.32M -$160K -2,270 -6%
BP
347
BBR Partners
New York
$2.32M
AW
348
Apricus Wealth
South Carolina
$2.3M +$174K +2,465 +8%
WA
349
Wambolt & Associates
Colorado
$2.29M -$85.3K -1,198 -4%
GA
350
GFS Advisors
Texas
$2.27M +$2.27M +32,177 New