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 %
GIO
351
Galilei Investment Office
United Kingdom
$2.25M +$2.25M +63,920 New
WTC
352
WhitTier Trust Company
Nevada
$2.24M +$397K +5,637 +22%
GLR
353
Great Lakes Retirement
Ohio
$2.21M +$183K +2,599 +9%
SC
354
Sierra Capital
Florida
$2.2M +$38.8K +551 +2%
State Street
355
State Street
Massachusetts
$2.18M -$648K -9,207 -23%
SB
356
Simmons Bank
Arkansas
$2.17M -$23.2K -330 -1%
LWANC
357
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.17M +$2.13M +150,273 +6,941%
HIM
358
Harbour Investment Management
Washington
$2.16M -$29.6K -420 -1%
TPCW
359
TD Private Client Wealth
New York
$2.14M +$278K +3,947 +15%
RCG
360
Regatta Capital Group
California
$2.11M +$54.4K +773 +3%
PWM
361
Perigon Wealth Management
California
$2.09M -$80.9K -1,149 -4%
AFG
362
Atomi Financial Group
New York
$2.08M -$628K -8,913 -23%
CS
363
Cannell & Spears
New York
$2.08M +$2.75K +39 +0.1%
S
364
SimplyRich
California
$2.07M -$5K -71 -0.2%
BMA
365
Brooks Moore & Associates
Tennessee
$2.06M +$7.22K +100 +0.4%
IWM
366
Iams Wealth Management
Nebraska
$2.06M +$22.9K +325 +1%
UCFA
367
United Capital Financial Advisors
Texas
$2.04M +$120K +1,703 +6%
BC
368
Burney Company
Virginia
$2.04M -$73.2K -1,040 -3%
SC
369
Stolper & Co
Oklahoma
$2.04M -$986 -14 -0%
SWM
370
SeaCrest Wealth Management
New York
$2.04M -$58.6K -832 -3%
Kovitz Investment Group Partners
371
Kovitz Investment Group Partners
Illinois
$2.04M +$607K +8,616 +42%
CSA
372
Cornerstone Select Advisors
Missouri
$2.02M -$105K -1,485 -5%
FC
373
Farringdon Capital
United Kingdom
$2.01M +$2.01M +28,599 New
CAMG
374
CWA Asset Management Group
Florida
$2.01M +$321K +4,558 +19%
EARNEST Partners
375
EARNEST Partners
Georgia
$1.99M -$71.2K -1,011 -3%