1,381 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 490 increasing their positions, 507 reducing their positions, and 103 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: 1,4021,381 (-21)

7% less capital invested

Capital invested by funds: $28.5B → $26.6B (-$1.95B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,381
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
WB
432
WesBanco Bank
West Virginia
$1.6M
GWAG
433
Garrett Wealth Advisory Group
Texas
$1.6M
EM
434
Excalibur Management
Massachusetts
$1.57M
CCA
435
Checchi Capital Advisers
California
$1.56M
SCM
436
Sterling Capital Management
North Carolina
$1.56M
CCM
437
Chilton Capital Management
Texas
$1.55M
VFA
438
Valeo Financial Advisors
Indiana
$1.54M
PI
439
PFG Investments
New York
$1.54M
HA
440
Herold Advisors
New York
$1.53M
LBC
441
Lowe Brockenbrough & Co
Virginia
$1.53M
BTI
442
Blue Trust Inc
Georgia
$1.53M
Two Sigma Investments
443
Two Sigma Investments
New York
$1.51M
CA
444
Clearstead Advisors
Ohio
$1.51M
MT
445
Midwest Trust
Kansas
$1.51M
HCMT
446
Highland Capital Management (Tennessee)
Tennessee
$1.49M
AGWCA
447
Annis Gardner Whiting Capital Advisors
Florida
$1.49M
SIG
448
Stonegate Investment Group
Alabama
$1.48M
HH
449
Hilltop Holdings
Texas
$1.46M
GAG
450
GM Advisory Group
New York
$1.46M