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
FFA
501
Farther Finance Advisors
California
$1.17M
TYCC
502
Texas Yale Capital Corp
Florida
$1.17M
NHC
503
Nicholas Hoffman & Company
Georgia
$1.16M
FRA
504
Frank Rimerman Advisors
California
$1.16M
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M
AF
506
Apexium Financial
Texas
$1.15M
HSA
507
HBK Sorce Advisory
Pennsylvania
$1.15M
AAM
508
Auxier Asset Management
Oregon
$1.14M
TSW
509
Thompson Siegel & Walmsley
Virginia
$1.13M
WS
510
Wedbush Securities
California
$1.13M
MIP
511
Marietta Investment Partners
Wisconsin
$1.12M
PL
512
Perpetual Ltd
Australia
$1.12M
KWM
513
Kingsview Wealth Management
Oregon
$1.11M
Luther King Capital Management (LKCM)
514
Luther King Capital Management (LKCM)
Texas
$1.11M
SAM
515
Smartleaf Asset Management
Massachusetts
$1.11M
LCAM
516
London & Capital Asset Management
United Kingdom
$1.1M
JFL
517
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M
SM
518
Sweeney & Michel
California
$1.1M
HCM
519
Howland Capital Management
Massachusetts
$1.09M
CL
520
COWA LLC
Oklahoma
$1.09M
HAIM
521
Hunter Associates Investment Management
Pennsylvania
$1.09M
HW
522
Hancock Whitney
Mississippi
$1.08M
OPA
523
Old Port Advisors
Maine
$1.08M
SWP
524
Sagespring Wealth Partners
Tennessee
$1.07M
SCM
525
SOL Capital Management
Maryland
$1.07M