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
AFW
551
Avantra Family Wealth
Pennsylvania
$974K
CGL
552
Clarius Group LLC
Washington
$970K
STA
553
Summit Trail Advisors
New York
$968K
BMO
554
Beck Mack & Oliver
New York
$961K
MSFS
555
Main Street Financial Solutions
Pennsylvania
$960K
SW
556
Simplicity Wealth
New Jersey
$960K
LDB
557
Lee, Danner & Bass
Tennessee
$958K
CTC
558
Central Trust Company
Missouri
$947K
CAG
559
Crestwood Advisors Group
Massachusetts
$939K
SRC
560
Sage Rhino Capital
California
$935K
HIP
561
HUB Investment Partners
Texas
$924K
OWA
562
One Wealth Advisors
California
$923K
AWS
563
Atria Wealth Solutions
New York
$921K
ET
564
Equitable Trust
Tennessee
$917K
CCM
565
Coldstream Capital Management
Washington
$916K
NG
566
Norden Group
Utah
$916K
SS
567
Sunbelt Securities
Texas
$908K
POIA
568
Pin Oak Investment Advisors
Texas
$898K
EW
569
Evoke Wealth
California
$898K
EWM
570
EPG Wealth Management
Georgia
$895K
PS
571
Principal Securities
Iowa
$889K
PWM
572
Pines Wealth Management
North Carolina
$884K
First Manhattan
573
First Manhattan
New York
$880K
MYIA
574
Mount Yale Investment Advisors
Colorado
$869K
AIM
575
Alhambra Investment Management
Florida
$865K