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 %
CGL
551
Clarius Group LLC
Washington
$970K +$182K +2,579 +23%
STA
552
Summit Trail Advisors
New York
$968K +$968K +13,745 New
BMO
553
Beck Mack & Oliver
New York
$961K
MSFS
554
Main Street Financial Solutions
Pennsylvania
$960K
SW
555
Simplicity Wealth
New Jersey
$960K +$274K +3,887 +40%
LDB
556
Lee, Danner & Bass
Tennessee
$958K
CTC
557
Central Trust Company
Missouri
$947K -$6.83K -97 -0.7%
CAG
558
Crestwood Advisors Group
Massachusetts
$939K -$76.7K -1,090 -8%
SRC
559
Sage Rhino Capital
California
$935K +$1.48K +21 +0.2%
HIP
560
HUB Investment Partners
Texas
$924K +$89.1K +1,266 +11%
OWA
561
One Wealth Advisors
California
$923K +$84.8K +1,205 +10%
AWS
562
Atria Wealth Solutions
New York
$921K -$967K -13,649 -51%
ET
563
Equitable Trust
Tennessee
$917K -$98.9K -1,404 -10%
CCM
564
Coldstream Capital Management
Washington
$916K +$64.1K +911 +8%
NG
565
Norden Group
Utah
$916K -$13.4K -190 -1%
SS
566
Sunbelt Securities
Texas
$908K -$32.3K -515 -3%
POIA
567
Pin Oak Investment Advisors
Texas
$898K
EW
568
Evoke Wealth
California
$898K +$79.1K +1,124 +10%
EWM
569
EPG Wealth Management
Georgia
$895K +$1.76K +25 +0.2%
PS
570
Principal Securities
Iowa
$889K -$612K -8,699 -41%
PWM
571
Pines Wealth Management
North Carolina
$884K +$34.1K +474 +4%
First Manhattan
572
First Manhattan
New York
$880K +$5.99K +85 +0.7%
MYIA
573
Mount Yale Investment Advisors
Colorado
$869K +$92K +1,307 +12%
AIM
574
Alhambra Investment Management
Florida
$865K -$3.87K -55 -0.4%
AWM
575
AE Wealth Management
Kansas
$863K +$79.6K +1,130 +10%