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 %
RFG
401
Range Financial Group
Oregon
$1.74M +$24.2K +343 +1%
CWM
402
Congress Wealth Management
Massachusetts
$1.73M +$856K +12,155 +98%
HR
403
Howe & Rusling
New York
$1.73M +$8.73K +124 +0.5%
PF
404
Phoenix Financial
Israel
$1.72M -$18.8K -267 -1%
SRC
405
Shufro Rose & Co
New York
$1.72M
MFIM
406
Mesirow Financial Investment Management
Illinois
$1.72M +$66.5K +945 +4%
EWA
407
EP Wealth Advisors
California
$1.72M +$194K +2,752 +13%
KLWA
408
Kelly Lawrence W & Associates
California
$1.72M -$56.3K -800 -3%
WFI
409
West Family Investments
California
$1.72M +$355K +5,045 +26%
HAG
410
HighPoint Advisor Group
Illinois
$1.72M -$16.8K -239 -1%
PCG
411
Prosperity Consulting Group
Maryland
$1.71M -$13.7K -194 -0.8%
BG
412
Bollard Group
Massachusetts
$1.71M +$92.2K +1,310 +6%
TNBTD
413
Trustmark National Bank Trust Department
Mississippi
$1.71M +$79.2K +1,125 +5%
CCM
414
Cohen Capital Management
California
$1.7M
LI
415
LMCG Investments
Massachusetts
$1.69M -$21.1K -299 -1%
AWE
416
Avidian Wealth Enterprises
Texas
$1.68M +$32.7K +464 +2%
CL
417
CSS LLC
Illinois
$1.68M +$601K +8,540 +56%
GFG
418
Greystone Financial Group
Michigan
$1.68M +$35.1K +499 +2%
IAA
419
Independent Advisor Alliance
North Carolina
$1.67M +$365K +5,184 +28%
CAS
420
Coppell Advisory Solutions
Texas
$1.67M -$251K -3,539 -13%
RBWA
421
RFG - Bristol Wealth Advisors
Massachusetts
$1.67M -$592K -8,409 -26%
WSCM
422
Wellington Shields Capital Management
New York
$1.65M -$320K -4,550 -16%
WA
423
Waverly Advisors
Alabama
$1.65M +$168K +2,383 +11%
RWP
424
RWA Wealth Partners
Massachusetts
$1.64M +$1.17M +16,608 +248%
PNC
425
Park National Corp
Ohio
$1.63M +$3.59K +51 +0.2%