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
LFAS
401
Level Four Advisory Services
Texas
$1.75M
FM
402
Foster & Motley
Ohio
$1.74M
RFG
403
Range Financial Group
Oregon
$1.74M
CWM
404
Congress Wealth Management
Massachusetts
$1.73M
HR
405
Howe & Rusling
New York
$1.73M
PF
406
Phoenix Financial
Israel
$1.72M
SRC
407
Shufro Rose & Co
New York
$1.72M
MFIM
408
Mesirow Financial Investment Management
Illinois
$1.72M
EWA
409
EP Wealth Advisors
California
$1.72M
KLWA
410
Kelly Lawrence W & Associates
California
$1.72M
WFI
411
West Family Investments
California
$1.72M
HAG
412
HighPoint Advisor Group
Illinois
$1.72M
PCG
413
Prosperity Consulting Group
Maryland
$1.71M
BG
414
Bollard Group
Massachusetts
$1.71M
TNBTD
415
Trustmark National Bank Trust Department
Mississippi
$1.71M
CCM
416
Cohen Capital Management
California
$1.7M
LI
417
LMCG Investments
Massachusetts
$1.69M
AWE
418
Avidian Wealth Enterprises
Texas
$1.68M
CL
419
CSS LLC
Illinois
$1.68M
GFG
420
Greystone Financial Group
Michigan
$1.68M
IAA
421
Independent Advisor Alliance
North Carolina
$1.67M
CAS
422
Coppell Advisory Solutions
Texas
$1.67M
RBWA
423
RFG - Bristol Wealth Advisors
Massachusetts
$1.67M
WSCM
424
Wellington Shields Capital Management
New York
$1.65M
WA
425
Waverly Advisors
Alabama
$1.65M