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
PWM
576
Pines Wealth Management
North Carolina
$884K
First Manhattan
577
First Manhattan
New York
$880K
MYIA
578
Mount Yale Investment Advisors
Colorado
$869K
AIM
579
Alhambra Investment Management
Florida
$865K
AWM
580
AE Wealth Management
Kansas
$863K
SC
581
Syon Capital
California
$861K
GEA
582
Glen Eagle Advisors
New Jersey
$857K
GFA
583
Gallagher Fiduciary Advisors
Illinois
$856K
GWM
584
Geneos Wealth Management
Colorado
$848K
RCM
585
Radnor Capital Management
Pennsylvania
$846K
PA
586
Profund Advisors
Maryland
$843K
BWL
587
Bogart Wealth LLC
Virginia
$842K
IWM
588
IHT Wealth Management
Illinois
$838K
DAS
589
Dynamic Advisor Solutions
Arizona
$827K
MHC
590
May Hill Capital
Massachusetts
$825K
IF
591
Intrua Financial
Texas
$825K
Bessemer Group
592
Bessemer Group
New Jersey
$823K
HPM
593
Hudson Portfolio Management
New York
$822K
PGA
594
Portland Global Advisors
Maine
$822K
BC
595
Bridgefront Capital
Texas
$820K
Toronto Dominion Bank
596
Toronto Dominion Bank
Ontario, Canada
$819K
SC
597
Schulhoff & Co
Ohio
$817K
HTC
598
Haverford Trust Company
Pennsylvania
$811K
ACA
599
Aptus Capital Advisors
Alabama
$808K
GWA
600
Gratus Wealth Advisors
Virginia
$807K