1,381 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 490 increasing their positions, 507 reducing their positions, and 103 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: 1,4021,381 (-21)

7% less capital invested

Capital invested by funds: $28.5B → $26.6B (-$1.95B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,381
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
PA
501
Parallel Advisors
California
$1.18M
DA
502
Denali Advisors
California
$1.17M
GT
503
Glenview Trust
Kentucky
$1.17M
FFA
504
Farther Finance Advisors
California
$1.17M
TYCC
505
Texas Yale Capital Corp
Florida
$1.17M
NHC
506
Nicholas Hoffman & Company
Georgia
$1.16M
FRA
507
Frank Rimerman Advisors
California
$1.16M
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M
AF
509
Apexium Financial
Texas
$1.15M
HSA
510
HBK Sorce Advisory
Pennsylvania
$1.15M
AAM
511
Auxier Asset Management
Oregon
$1.14M
TSW
512
Thompson Siegel & Walmsley
Virginia
$1.13M
WS
513
Wedbush Securities
California
$1.13M
MIP
514
Marietta Investment Partners
Wisconsin
$1.12M
PL
515
Perpetual Ltd
Australia
$1.12M
KWM
516
Kingsview Wealth Management
Oregon
$1.11M
Luther King Capital Management (LKCM)
517
Luther King Capital Management (LKCM)
Texas
$1.11M
SAM
518
Smartleaf Asset Management
Massachusetts
$1.11M
LCAM
519
London & Capital Asset Management
United Kingdom
$1.1M
JFL
520
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M
SM
521
Sweeney & Michel
California
$1.1M
HCM
522
Howland Capital Management
Massachusetts
$1.09M
CL
523
COWA LLC
Oklahoma
$1.09M
HAIM
524
Hunter Associates Investment Management
Pennsylvania
$1.09M
HW
525
Hancock Whitney
Mississippi
$1.08M