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