1,371 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, 484 increasing their positions, 505 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:

1% less funds holding

Funds holding: 1,3911,371 (-20)

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
1,371
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
MYIA
576
Mount Yale Investment Advisors
Colorado
$869K
AIM
577
Alhambra Investment Management
Florida
$865K
AWM
578
AE Wealth Management
Kansas
$863K
SC
579
Syon Capital
California
$861K
GEA
580
Glen Eagle Advisors
New Jersey
$857K
GFA
581
Gallagher Fiduciary Advisors
Illinois
$856K
GWM
582
Geneos Wealth Management
Colorado
$848K
RCM
583
Radnor Capital Management
Pennsylvania
$846K
PA
584
Profund Advisors
Maryland
$843K
BWL
585
Bogart Wealth LLC
Virginia
$842K
IWM
586
IHT Wealth Management
Illinois
$838K
DAS
587
Dynamic Advisor Solutions
Arizona
$827K
MHC
588
May Hill Capital
Massachusetts
$825K
IF
589
Intrua Financial
Texas
$825K
Bessemer Group
590
Bessemer Group
New Jersey
$823K
HPM
591
Hudson Portfolio Management
New York
$822K
PGA
592
Portland Global Advisors
Maine
$822K
BC
593
Bridgefront Capital
Texas
$820K
Toronto Dominion Bank
594
Toronto Dominion Bank
Ontario, Canada
$819K
SC
595
Schulhoff & Co
Ohio
$817K
HTC
596
Haverford Trust Company
Pennsylvania
$811K
ACA
597
Aptus Capital Advisors
Alabama
$808K
GWA
598
Gratus Wealth Advisors
Virginia
$807K
OPCM
599
Osborne Partners Capital Management
California
$806K
GI
600
Gradient Investments
Minnesota
$806K