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
FA
326
Fiduciary Alliance
South Carolina
$2.55M
PWG
327
Portside Wealth Group
Utah
$2.55M
SPIA
328
Steward Partners Investment Advisory
New York
$2.54M
AAM
329
Advisors Asset Management
Colorado
$2.54M
FWM
330
Forefront Wealth Management
Pennsylvania
$2.54M
CB
331
Commerce Bank
Missouri
$2.54M
BIG
332
Brooklyn Investment Group
New York
$2.54M
LIA
333
Limestone Investment Advisors
New York
$2.53M
NW
334
NewEdge Wealth
Pennsylvania
$2.52M
BPA
335
Beacon Pointe Advisors
California
$2.5M
NCM
336
Nelson Capital Management
California
$2.48M
Parallax Volatility Advisers
337
Parallax Volatility Advisers
California
$2.45M
OWP
338
Obermeyer Wealth Partners
Colorado
$2.43M
PWW
339
Pettyjohn Wood & White
Virginia
$2.42M
FFM
340
Forum Financial Management
Illinois
$2.41M
WT
341
Whittier Trust
California
$2.41M
MCM
342
Mill Capital Management
North Carolina
$2.41M
PAG
343
Private Advisor Group
New Jersey
$2.4M
RWA
344
Roberts Wealth Advisors
California
$2.39M
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
$2.35M
RG
346
Rathbones Group
United Kingdom
$2.34M
DAS
347
DMKC Advisory Services
Iowa
$2.33M
I
348
InvesTrust
Oklahoma
$2.32M
KCM
349
Kanawha Capital Management
Virginia
$2.32M
BP
350
BBR Partners
New York
$2.32M