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
HSBC Holdings
476
HSBC Holdings
United Kingdom
$1.3M
VIA
477
Victrix Investment Advisors
Florida
$1.29M
CIG
478
Cullen Investment Group
Louisiana
$1.29M
WA
479
WealthTrust Axiom
Pennsylvania
$1.29M
LI
480
Louisbourg Investments
New Brunswick, Canada
$1.29M
PCIA
481
Prime Capital Investment Advisors
Kansas
$1.27M
SC
482
Savant Capital
Illinois
$1.25M
MG
483
Mather Group
Illinois
$1.24M
Envestnet Portfolio Solutions
484
Envestnet Portfolio Solutions
Illinois
$1.23M
WANY
485
Wealthspire Advisors (New York)
New York
$1.23M
CBA
486
Coastal Bridge Advisors
Connecticut
$1.22M
BEI
487
Benjamin Edwards Inc
Missouri
$1.22M
PCM
488
Poehling Capital Management
Wisconsin
$1.21M
Royal London Asset Management
489
Royal London Asset Management
United Kingdom
$1.21M
BP
490
Ballentine Partners
Massachusetts
$1.21M
SG Americas Securities
491
SG Americas Securities
New York
$1.21M
PSP
492
Principal Street Partners
Tennessee
$1.2M
NLP
493
Next Level Private
New York
$1.2M
MNBTD
494
Moody National Bank Trust Division
Texas
$1.2M
RB
495
Rodgers Brothers
Pennsylvania
$1.19M
LSV Asset Management
496
LSV Asset Management
Illinois
$1.19M
SI
497
SCP Investment
California
$1.18M
PA
498
Parallel Advisors
California
$1.18M
DA
499
Denali Advisors
California
$1.17M
GT
500
Glenview Trust
Kentucky
$1.17M