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
OPA
526
Old Port Advisors
Maine
$1.08M
SWP
527
Sagespring Wealth Partners
Tennessee
$1.07M
SCM
528
SOL Capital Management
Maryland
$1.07M
FTWA
529
Fifth Third Wealth Advisors
Ohio
$1.06M
HP
530
Hartree Partners
New York
$1.06M
FHA
531
Flagship Harbor Advisors
Massachusetts
$1.05M
IBOK
532
Independence Bank of Kentucky
Kentucky
$1.05M
CA
533
Crewe Advisors
Utah
$1.04M
SAI
534
Savvy Advisors Inc
New York
$1.04M
CWP
535
Cyndeo Wealth Partners
Florida
$1.04M
AHL
536
Abel Hall LLC
Louisiana
$1.03M
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$1.02M
QI
538
Qtron Investments
Massachusetts
$1.02M
AFG
539
American Financial Group
Ohio
$1.02M
GDP
540
Great Diamond Partners
Maine
$1.02M
SGA
541
Strategic Global Advisors
California
$1.02M
IA
542
IFP Advisors
Florida
$1.01M
BDS
543
Banco de Sabadell
Florida
$1.01M
BRWA
544
B. Riley Wealth Advisors
Florida
$1.01M
PP
545
Pingora Partners
Wyoming
$1.01M
CAM
546
Cresset Asset Management
Illinois
$1.01M
CSIC
547
Clifford Swan Investment Counsel
California
$1M
CS
548
Crescent Sterling
Louisiana
$998K
CTA
549
Chesley Taft & Associates
Illinois
$997K
SFS
550
Sowell Financial Services
Arkansas
$994K