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 %
HP
526
Hartree Partners
New York
$1.06M +$1.06M +15,000 New
FHA
527
Flagship Harbor Advisors
Massachusetts
$1.05M -$14.3K -203 -1%
IBOK
528
Independence Bank of Kentucky
Kentucky
$1.05M -$1.06K -15 -0.1%
CA
529
Crewe Advisors
Utah
$1.04M -$50.9K -723 -5%
SAI
530
Savvy Advisors Inc
New York
$1.04M +$169K +2,403 +19%
CWP
531
Cyndeo Wealth Partners
Florida
$1.04M -$5K -71 -0.5%
AHL
532
Abel Hall LLC
Louisiana
$1.03M +$265K +3,760 +35%
Koshinski Asset Management
533
Koshinski Asset Management
Illinois
$1.02M -$42K -597 -4%
QI
534
Qtron Investments
Massachusetts
$1.02M -$2.11K -30 -0.2%
AFG
535
American Financial Group
Ohio
$1.02M
GDP
536
Great Diamond Partners
Maine
$1.02M +$268K +3,806 +36%
SGA
537
Strategic Global Advisors
California
$1.02M +$123K +1,749 +14%
IA
538
IFP Advisors
Florida
$1.01M -$76.9K -1,092 -7%
BDS
539
Banco de Sabadell
Florida
$1.01M
BRWA
540
B. Riley Wealth Advisors
Florida
$1.01M +$1.01M +14,328 New
PP
541
Pingora Partners
Wyoming
$1.01M -$251K -3,565 -20%
CSIC
542
Clifford Swan Investment Counsel
California
$1M -$7.6K -108 -0.8%
CS
543
Crescent Sterling
Louisiana
$998K -$35.4K -503 -3%
CTA
544
Chesley Taft & Associates
Illinois
$997K
SFS
545
Sowell Financial Services
Arkansas
$994K -$51.8K -736 -5%
AWM
546
Apollon Wealth Management
South Carolina
$993K -$52.2K -741 -5%
HKIM
547
Hayek Kallen Investment Management
Alabama
$986K +$112K +1,588 +13%
CIM
548
Confluence Investment Management
Missouri
$985K -$620K -8,812 -39%
TCM
549
Traynor Capital Management
Pennsylvania
$982K -$60.3K -847 -6%
AFW
550
Avantra Family Wealth
Pennsylvania
$974K +$36.2K +514 +4%