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
WSCM
426
Wellington Shields Capital Management
New York
$1.65M
WA
427
Waverly Advisors
Alabama
$1.65M
RWP
428
RWA Wealth Partners
Massachusetts
$1.64M
PNC
429
Park National Corp
Ohio
$1.63M
BO
430
Bank OZK
Arkansas
$1.62M
HNB
431
Hilltop National Bank
Wyoming
$1.62M
CAM
432
Cresset Asset Management
Illinois
$1.61M
WB
433
WesBanco Bank
West Virginia
$1.6M
GWAG
434
Garrett Wealth Advisory Group
Texas
$1.6M
EM
435
Excalibur Management
Massachusetts
$1.57M
CCA
436
Checchi Capital Advisers
California
$1.56M
SCM
437
Sterling Capital Management
North Carolina
$1.56M
CCM
438
Chilton Capital Management
Texas
$1.55M
VFA
439
Valeo Financial Advisors
Indiana
$1.54M
PI
440
PFG Investments
New York
$1.54M
HA
441
Herold Advisors
New York
$1.53M
LBC
442
Lowe Brockenbrough & Co
Virginia
$1.53M
BTI
443
Blue Trust Inc
Georgia
$1.53M
Two Sigma Investments
444
Two Sigma Investments
New York
$1.51M
CA
445
Clearstead Advisors
Ohio
$1.51M
MT
446
Midwest Trust
Kansas
$1.51M
HCMT
447
Highland Capital Management (Tennessee)
Tennessee
$1.49M
AGWCA
448
Annis Gardner Whiting Capital Advisors
Florida
$1.49M
SIG
449
Stonegate Investment Group
Alabama
$1.48M
HH
450
Hilltop Holdings
Texas
$1.46M