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
MWM
451
Mission Wealth Management
California
$1.45M
RSC
452
Red Spruce Capital
Pennsylvania
$1.45M
SWM
453
Sendero Wealth Management
Texas
$1.44M
BIA
454
Barry Investment Advisors
Massachusetts
$1.44M
AWA
455
Aaron Wealth Advisors
Illinois
$1.43M
CPC
456
Cookson Peirce & Co
Pennsylvania
$1.43M
MMA
457
Miracle Mile Advisors
California
$1.43M
GVAG
458
Great Valley Advisor Group
Delaware
$1.42M
Allspring Global Investments
459
Allspring Global Investments
North Carolina
$1.41M
BFIM
460
Beese Fulmer Investment Management
Ohio
$1.4M
PM
461
Penbrook Management
New York
$1.39M
IDBONY
462
Israel Discount Bank of New York
New York
$1.37M
IIM
463
Ipswich Investment Management
Massachusetts
$1.37M
HCM
464
Howard Capital Management
Georgia
$1.37M
BEAM
465
Baker Ellis Asset Management
Washington
$1.37M
LIM
466
Leavell Investment Management
Alabama
$1.36M
MAM
467
Madison Asset Management
Wisconsin
$1.35M
RIA
468
Recurrent Investment Advisors
Texas
$1.35M
ACA
469
American Capital Advisory
Idaho
$1.34M
SC
470
Solstein Capital
California
$1.34M
UIM
471
Unified Investment Management
Georgia
$1.34M
MFG
472
MidWestOne Financial Group
Iowa
$1.33M
MFG
473
Merit Financial Group
Georgia
$1.32M
GT
474
Greenleaf Trust
Michigan
$1.31M
FTUS
475
Flow Traders U.S.
New York
$1.3M