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
FTWA
526
Fifth Third Wealth Advisors
Ohio
$1.06M
HP
527
Hartree Partners
New York
$1.06M
FHA
528
Flagship Harbor Advisors
Massachusetts
$1.05M
IBOK
529
Independence Bank of Kentucky
Kentucky
$1.05M
CA
530
Crewe Advisors
Utah
$1.04M
SAI
531
Savvy Advisors Inc
New York
$1.04M
CWP
532
Cyndeo Wealth Partners
Florida
$1.04M
AHL
533
Abel Hall LLC
Louisiana
$1.03M
Koshinski Asset Management
534
Koshinski Asset Management
Illinois
$1.02M
QI
535
Qtron Investments
Massachusetts
$1.02M
AFG
536
American Financial Group
Ohio
$1.02M
GDP
537
Great Diamond Partners
Maine
$1.02M
SGA
538
Strategic Global Advisors
California
$1.02M
IA
539
IFP Advisors
Florida
$1.01M
BDS
540
Banco de Sabadell
Florida
$1.01M
BRWA
541
B. Riley Wealth Advisors
Florida
$1.01M
PP
542
Pingora Partners
Wyoming
$1.01M
CSIC
543
Clifford Swan Investment Counsel
California
$1M
CS
544
Crescent Sterling
Louisiana
$998K
CTA
545
Chesley Taft & Associates
Illinois
$997K
SFS
546
Sowell Financial Services
Arkansas
$994K
AWM
547
Apollon Wealth Management
South Carolina
$993K
HKIM
548
Hayek Kallen Investment Management
Alabama
$986K
CIM
549
Confluence Investment Management
Missouri
$985K
TCM
550
Traynor Capital Management
Pennsylvania
$982K