1,369 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, 484 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:

1% less funds holding

Funds holding: 1,3891,369 (-20)

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
1,369
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
WA
351
Wambolt & Associates
Colorado
$2.29M
GA
352
GFS Advisors
Texas
$2.27M
GIO
353
Galilei Investment Office
United Kingdom
$2.25M
WTC
354
WhitTier Trust Company
Nevada
$2.24M
GLR
355
Great Lakes Retirement
Ohio
$2.21M
SC
356
Sierra Capital
Florida
$2.2M
State Street
357
State Street
Massachusetts
$2.18M
SB
358
Simmons Bank
Arkansas
$2.17M
LWANC
359
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.17M
HIM
360
Harbour Investment Management
Washington
$2.16M
TPCW
361
TD Private Client Wealth
New York
$2.14M
RCG
362
Regatta Capital Group
California
$2.11M
PWM
363
Perigon Wealth Management
California
$2.09M
AFG
364
Atomi Financial Group
New York
$2.08M
CS
365
Cannell & Spears
New York
$2.08M
S
366
SimplyRich
California
$2.07M
BMA
367
Brooks Moore & Associates
Tennessee
$2.06M
IWM
368
Iams Wealth Management
Nebraska
$2.06M
UCFA
369
United Capital Financial Advisors
Texas
$2.04M
BC
370
Burney Company
Virginia
$2.04M
SC
371
Stolper & Co
Oklahoma
$2.04M
SWM
372
SeaCrest Wealth Management
New York
$2.04M
Kovitz Investment Group Partners
373
Kovitz Investment Group Partners
Illinois
$2.04M
CSA
374
Cornerstone Select Advisors
Missouri
$2.02M
FC
375
Farringdon Capital
United Kingdom
$2.01M