1,371 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, 484 increasing their positions, 505 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:

1% less funds holding

Funds holding: 1,3911,371 (-20)

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
1,371
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
DA
501
Denali Advisors
California
$1.17M
GT
502
Glenview Trust
Kentucky
$1.17M
FFA
503
Farther Finance Advisors
California
$1.17M
TYCC
504
Texas Yale Capital Corp
Florida
$1.17M
NHC
505
Nicholas Hoffman & Company
Georgia
$1.16M
FRA
506
Frank Rimerman Advisors
California
$1.16M
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M
AF
508
Apexium Financial
Texas
$1.15M
HSA
509
HBK Sorce Advisory
Pennsylvania
$1.15M
AAM
510
Auxier Asset Management
Oregon
$1.14M
TSW
511
Thompson Siegel & Walmsley
Virginia
$1.13M
WS
512
Wedbush Securities
California
$1.13M
MIP
513
Marietta Investment Partners
Wisconsin
$1.12M
PL
514
Perpetual Ltd
Australia
$1.12M
KWM
515
Kingsview Wealth Management
Oregon
$1.11M
Luther King Capital Management (LKCM)
516
Luther King Capital Management (LKCM)
Texas
$1.11M
SAM
517
Smartleaf Asset Management
Massachusetts
$1.11M
LCAM
518
London & Capital Asset Management
United Kingdom
$1.1M
JFL
519
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M
SM
520
Sweeney & Michel
California
$1.1M
HCM
521
Howland Capital Management
Massachusetts
$1.09M
CL
522
COWA LLC
Oklahoma
$1.09M
HAIM
523
Hunter Associates Investment Management
Pennsylvania
$1.09M
HW
524
Hancock Whitney
Mississippi
$1.08M
OPA
525
Old Port Advisors
Maine
$1.08M