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
18.25%
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 %
LAM
601
LOM Asset Management
$795K +$795K +11,295 New
LGA
602
Lebenthal Global Advisors
New York
$790K +$11.3K +161 +1%
ISL
603
Ingalls & Snyder LLC
New York
$789K -$2.68K -38 -0.3%
CCFM
604
Clear Creek Financial Management
Washington
$788K +$419K +5,956 +114%
DT
605
Diversified Trust
Tennessee
$784K +$21K +298 +3%
GFP
606
Gryphon Financial Partners
Ohio
$783K -$69.5K -987 -8%
FCP
607
Fidelis Capital Partners
Florida
$782K +$19.8K +274 +3%
JGUA
608
John G. Ullman & Associates
New York
$782K +$7.04K +100 +0.9%
SYBT
609
Stock Yards Bank & Trust
Kentucky
$781K +$124K +1,754 +19%
FRM
610
Fox Run Management
Connecticut
$779K +$779K +11,059 New
QOP
611
Quinn Opportunity Partners
Virginia
$775K
USGIU
612
U.S. Global Investors (USGI)
Texas
$775K +$422K +6,000 +120%
CC
613
Commons Capital
Massachusetts
$775K +$775K +11,000 New
PTC
614
Private Trust Company
Ohio
$770K -$6.48K -92 -0.8%
DWT
615
Dorsey & Whitney Trust
South Dakota
$765K -$246K -3,492 -24%
AMIM
616
Aull & Monroe Investment Management
Alabama
$762K
BB
617
Busey Bank
Illinois
$761K -$64.7K -919 -8%
V
618
VeraBank
Texas
$755K +$755K +10,728 New
MWM
619
Meridian Wealth Management
Kentucky
$755K -$19.6K -279 -3%
GHA
620
GW Henssler & Associates
Georgia
$753K
TPI
621
Trust Point Inc
Wisconsin
$749K +$48.1K +683 +7%
IAN
622
Integrated Advisors Network
Texas
$748K -$2.16M -30,625 -74%
GI
623
GAMCO Investors
Connecticut
$746K +$54.6K +775 +8%
SIC
624
Shoker Investment Counsel
Ohio
$744K -$1.69K -24 -0.2%
TH
625
TCTC Holdings
Texas
$742K -$139K -1,975 -16%