1,371 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, 505 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: 1,3911,371 (-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
1,371
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
CAMG
376
CWA Asset Management Group
Florida
$2.01M
EARNEST Partners
377
EARNEST Partners
Georgia
$1.99M
JWCA
378
J.W. Cole Advisors
Florida
$1.99M
BG
379
Bahl & Gaynor
Ohio
$1.98M
CT
380
Caldwell Trust
Florida
$1.96M
PFM
381
Potomac Fund Management
Florida
$1.96M
SCA
382
Snowden Capital Advisors
New York
$1.96M
SC
383
Scotia Capital
Ontario, Canada
$1.95M
ST
384
Sentinel Trust
Texas
$1.95M
OWA
385
Octavia Wealth Advisors
Ohio
$1.9M
AWAG
386
ARS Wealth Advisors Group
Florida
$1.9M
ACS
387
Archford Capital Strategies
Illinois
$1.89M
4WM
388
44 Wealth Management
Oregon
$1.89M
WPC
389
Waters Parkerson & Co
Louisiana
$1.88M
RC
390
Reik & Co
New York
$1.86M
BCML
391
BROADWATER CAPITAL MANAGEMENT LLC
Massachusetts
$1.86M
AA
392
Altman Advisors
Illinois
$1.85M
GCC
393
Game Creek Capital
Massachusetts
$1.82M
IAS
394
Insigneo Advisory Services
Florida
$1.81M
SWP
395
Stratos Wealth Partners
Ohio
$1.8M
CI
396
Cherokee Insurance
Michigan
$1.79M
RhumbLine Advisers
397
RhumbLine Advisers
Massachusetts
$1.79M
AWM
398
Absher Wealth Management
North Carolina
$1.79M
MA
399
Montag & Associates
Georgia
$1.79M
BCM
400
BTC Capital Management
Iowa
$1.77M