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 %
NHC
501
Nicholas Hoffman & Company
Georgia
$1.16M +$282 +4 +0%
FRA
502
Frank Rimerman Advisors
California
$1.16M +$853K +12,111 +280%
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M
AF
504
Apexium Financial
Texas
$1.15M +$24.5K +348 +2%
HSA
505
HBK Sorce Advisory
Pennsylvania
$1.15M -$41.4K -588 -3%
AAM
506
Auxier Asset Management
Oregon
$1.14M -$3.52K -50 -0.3%
TSW
507
Thompson Siegel & Walmsley
Virginia
$1.13M +$14.1K +200 +1%
WS
508
Wedbush Securities
California
$1.13M -$75.5K -1,072 -6%
MIP
509
Marietta Investment Partners
Wisconsin
$1.12M
PL
510
Perpetual Ltd
Australia
$1.12M +$14.1K +200 +1%
KWM
511
Kingsview Wealth Management
Oregon
$1.11M -$393K -5,584 -26%
Luther King Capital Management (LKCM)
512
Luther King Capital Management (LKCM)
Texas
$1.11M -$290K -4,125 -21%
SAM
513
Smartleaf Asset Management
Massachusetts
$1.11M -$127K -1,785 -10%
LCAM
514
London & Capital Asset Management
United Kingdom
$1.1M -$1.04M -14,839 -49%
JFL
515
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M -$21.1K -300 -2%
SM
516
Sweeney & Michel
California
$1.1M -$30.9K -428 -3%
HCM
517
Howland Capital Management
Massachusetts
$1.09M
CL
518
COWA LLC
Oklahoma
$1.09M -$199K -2,833 -15%
HAIM
519
Hunter Associates Investment Management
Pennsylvania
$1.09M -$112K -1,600 -9%
HW
520
Hancock Whitney
Mississippi
$1.08M +$249K +3,541 +30%
OPA
521
Old Port Advisors
Maine
$1.08M +$664K +9,435 +159%
SWP
522
Sagespring Wealth Partners
Tennessee
$1.07M -$42.7K -606 -4%
SCM
523
SOL Capital Management
Maryland
$1.07M +$2.96K +42 +0.3%
SQA
524
Simon Quick Advisors
New Jersey
$1.07M +$226K +3,204 +27%
FTWA
525
Fifth Third Wealth Advisors
Ohio
$1.06M +$724K +10,289 +216%