1,368 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: 1,3891,368 (-21)

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
1,368
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
SPIA
326
Steward Partners Investment Advisory
New York
$2.54M
AAM
327
Advisors Asset Management
Colorado
$2.54M
FWM
328
Forefront Wealth Management
Pennsylvania
$2.54M
CB
329
Commerce Bank
Missouri
$2.54M
BIG
330
Brooklyn Investment Group
New York
$2.54M
LIA
331
Limestone Investment Advisors
New York
$2.53M
NW
332
NewEdge Wealth
Pennsylvania
$2.52M
BPA
333
Beacon Pointe Advisors
California
$2.5M
NCM
334
Nelson Capital Management
California
$2.48M
Parallax Volatility Advisers
335
Parallax Volatility Advisers
California
$2.45M
OWP
336
Obermeyer Wealth Partners
Colorado
$2.43M
PWW
337
Pettyjohn Wood & White
Virginia
$2.42M
FFM
338
Forum Financial Management
Illinois
$2.41M
WT
339
Whittier Trust
California
$2.41M
MCM
340
Mill Capital Management
North Carolina
$2.41M
PAG
341
Private Advisor Group
New Jersey
$2.4M
RWA
342
Roberts Wealth Advisors
California
$2.39M
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
$2.35M
RG
344
Rathbones Group
United Kingdom
$2.34M
DAS
345
DMKC Advisory Services
Iowa
$2.33M
I
346
InvesTrust
Oklahoma
$2.32M
KCM
347
Kanawha Capital Management
Virginia
$2.32M
BP
348
BBR Partners
New York
$2.32M
AW
349
Apricus Wealth
South Carolina
$2.3M
WA
350
Wambolt & Associates
Colorado
$2.29M