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
BFS
601
Bradley Foster & Sargent
Connecticut
$796K
LAM
602
LOM Asset Management
$795K
LGA
603
Lebenthal Global Advisors
New York
$790K
ISL
604
Ingalls & Snyder LLC
New York
$789K
CCFM
605
Clear Creek Financial Management
Washington
$788K
DT
606
Diversified Trust
Tennessee
$784K
GFP
607
Gryphon Financial Partners
Ohio
$783K
FCP
608
Fidelis Capital Partners
Florida
$782K
JGUA
609
John G. Ullman & Associates
New York
$782K
SYBT
610
Stock Yards Bank & Trust
Kentucky
$781K
FRM
611
Fox Run Management
Connecticut
$779K
QOP
612
Quinn Opportunity Partners
Virginia
$775K
USGIU
613
U.S. Global Investors (USGI)
Texas
$775K
CC
614
Commons Capital
Massachusetts
$775K
PTC
615
Private Trust Company
Ohio
$770K
DWT
616
Dorsey & Whitney Trust
South Dakota
$765K
AMIM
617
Aull & Monroe Investment Management
Alabama
$762K
BB
618
Busey Bank
Illinois
$761K
V
619
VeraBank
Texas
$755K
MWM
620
Meridian Wealth Management
Kentucky
$755K
GHA
621
GW Henssler & Associates
Georgia
$753K
TPI
622
Trust Point Inc
Wisconsin
$749K
IAN
623
Integrated Advisors Network
Texas
$748K
GI
624
GAMCO Investors
Connecticut
$746K
SIC
625
Shoker Investment Counsel
Ohio
$744K