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
SWP
526
Sagespring Wealth Partners
Tennessee
$1.07M
SCM
527
SOL Capital Management
Maryland
$1.07M
FTWA
528
Fifth Third Wealth Advisors
Ohio
$1.06M
HP
529
Hartree Partners
New York
$1.06M
FHA
530
Flagship Harbor Advisors
Massachusetts
$1.05M
IBOK
531
Independence Bank of Kentucky
Kentucky
$1.05M
CA
532
Crewe Advisors
Utah
$1.04M
SAI
533
Savvy Advisors Inc
New York
$1.04M
CWP
534
Cyndeo Wealth Partners
Florida
$1.04M
AHL
535
Abel Hall LLC
Louisiana
$1.03M
Koshinski Asset Management
536
Koshinski Asset Management
Illinois
$1.02M
QI
537
Qtron Investments
Massachusetts
$1.02M
AFG
538
American Financial Group
Ohio
$1.02M
GDP
539
Great Diamond Partners
Maine
$1.02M
SGA
540
Strategic Global Advisors
California
$1.02M
IA
541
IFP Advisors
Florida
$1.01M
BDS
542
Banco de Sabadell
Florida
$1.01M
BRWA
543
B. Riley Wealth Advisors
Florida
$1.01M
PP
544
Pingora Partners
Wyoming
$1.01M
CSIC
545
Clifford Swan Investment Counsel
California
$1M
CS
546
Crescent Sterling
Louisiana
$998K
CTA
547
Chesley Taft & Associates
Illinois
$997K
SFS
548
Sowell Financial Services
Arkansas
$994K
AWM
549
Apollon Wealth Management
South Carolina
$993K
HKIM
550
Hayek Kallen Investment Management
Alabama
$986K