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
AWM
551
Apollon Wealth Management
South Carolina
$993K
HKIM
552
Hayek Kallen Investment Management
Alabama
$986K
CIM
553
Confluence Investment Management
Missouri
$985K
TCM
554
Traynor Capital Management
Pennsylvania
$982K
AFW
555
Avantra Family Wealth
Pennsylvania
$974K
CGL
556
Clarius Group LLC
Washington
$970K
STA
557
Summit Trail Advisors
New York
$968K
BMO
558
Beck Mack & Oliver
New York
$961K
MSFS
559
Main Street Financial Solutions
Pennsylvania
$960K
SW
560
Simplicity Wealth
New Jersey
$960K
LDB
561
Lee, Danner & Bass
Tennessee
$958K
CTC
562
Central Trust Company
Missouri
$947K
CAG
563
Crestwood Advisors Group
Massachusetts
$939K
SRC
564
Sage Rhino Capital
California
$935K
HIP
565
HUB Investment Partners
Texas
$924K
OWA
566
One Wealth Advisors
California
$923K
AWS
567
Atria Wealth Solutions
New York
$921K
ET
568
Equitable Trust
Tennessee
$917K
CCM
569
Coldstream Capital Management
Washington
$916K
NG
570
Norden Group
Utah
$916K
SS
571
Sunbelt Securities
Texas
$908K
POIA
572
Pin Oak Investment Advisors
Texas
$898K
EW
573
Evoke Wealth
California
$898K
EWM
574
EPG Wealth Management
Georgia
$895K
PS
575
Principal Securities
Iowa
$889K