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
ISFAN
601
Investor's Fiduciary Advisor Network
Washington
$804K
WPC
602
Wedmont Private Capital
Pennsylvania
$797K
BFS
603
Bradley Foster & Sargent
Connecticut
$796K
LAM
604
LOM Asset Management
$795K
LGA
605
Lebenthal Global Advisors
New York
$790K
ISL
606
Ingalls & Snyder LLC
New York
$789K
CCFM
607
Clear Creek Financial Management
Washington
$788K
DT
608
Diversified Trust
Tennessee
$784K
GFP
609
Gryphon Financial Partners
Ohio
$783K
FCP
610
Fidelis Capital Partners
Florida
$782K
JGUA
611
John G. Ullman & Associates
New York
$782K
SYBT
612
Stock Yards Bank & Trust
Kentucky
$781K
FRM
613
Fox Run Management
Connecticut
$779K
QOP
614
Quinn Opportunity Partners
Virginia
$775K
USGIU
615
U.S. Global Investors (USGI)
Texas
$775K
CC
616
Commons Capital
Massachusetts
$775K
PTC
617
Private Trust Company
Ohio
$770K
DWT
618
Dorsey & Whitney Trust
South Dakota
$765K
AMIM
619
Aull & Monroe Investment Management
Alabama
$762K
BB
620
Busey Bank
Illinois
$761K
V
621
VeraBank
Texas
$755K
MWM
622
Meridian Wealth Management
Kentucky
$755K
GHA
623
GW Henssler & Associates
Georgia
$753K
TPI
624
Trust Point Inc
Wisconsin
$749K
IAN
625
Integrated Advisors Network
Texas
$748K