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 %
SWM
451
Sendero Wealth Management
Texas
$1.44M -$194K -2,752 -12%
BIA
452
Barry Investment Advisors
Massachusetts
$1.44M -$7.18K -102 -0.5%
AWA
453
Aaron Wealth Advisors
Illinois
$1.43M +$61.3K +870 +4%
CPC
454
Cookson Peirce & Co
Pennsylvania
$1.43M +$439K +6,238 +44%
MMA
455
Miracle Mile Advisors
California
$1.43M -$93.4K -1,327 -6%
GVAG
456
Great Valley Advisor Group
Delaware
$1.42M -$257K -3,645 -15%
Allspring Global Investments
457
Allspring Global Investments
North Carolina
$1.41M +$20.6K +287 +1%
BFIM
458
Beese Fulmer Investment Management
Ohio
$1.4M +$8.03K +114 +0.6%
PM
459
Penbrook Management
New York
$1.39M +$676K +9,400 +95%
IDBONY
460
Israel Discount Bank of New York
New York
$1.37M -$352 -5 -0%
IIM
461
Ipswich Investment Management
Massachusetts
$1.37M -$136K -1,938 -9%
HCM
462
Howard Capital Management
Georgia
$1.37M +$409K +5,805 +43%
BEAM
463
Baker Ellis Asset Management
Washington
$1.37M -$63.4K -900 -4%
LIM
464
Leavell Investment Management
Alabama
$1.36M -$120K -1,709 -8%
MAM
465
Madison Asset Management
Wisconsin
$1.35M -$359K -5,105 -21%
RIA
466
Recurrent Investment Advisors
Texas
$1.35M +$12.9K +503 +1%
ACA
467
American Capital Advisory
Idaho
$1.34M -$3.17K -45 -0.2%
SC
468
Solstein Capital
California
$1.34M -$9.79K -139 -0.7%
UIM
469
Unified Investment Management
Georgia
$1.34M +$18.9K +269 +1%
MFG
470
MidWestOne Financial Group
Iowa
$1.33M +$6.2K +88 +0.5%
MFG
471
Merit Financial Group
Georgia
$1.32M +$503K +7,145 +62%
GT
472
Greenleaf Trust
Michigan
$1.31M -$4.93K -70 -0.4%
FTUS
473
Flow Traders U.S.
New York
$1.3M +$1.3M +18,502 New
HSBC Holdings
474
HSBC Holdings
United Kingdom
$1.3M -$1.06K -15 -0.1%
VIA
475
Victrix Investment Advisors
Florida
$1.29M +$15.8K +225 +1%