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 %
VCA
651
Verdence Capital Advisors
Maryland
$689K +$5.07K +72 +0.7%
MA
652
Mutual Advisors
Nebraska
$688K +$2.16K +30 +0.3%
WAL
653
W Advisors LLC
Tennessee
$687K
BA
654
Bridgewater Advisors
New York
$687K -$1.1K -15 -0.2%
EI
655
Ethic Inc
New York
$687K +$174K +2,445 +34%
ST
656
Smithfield Trust
Pennsylvania
$682K
GRP
657
Global Retirement Partners
California
$680K +$680K +9,659 New
FWSM
658
First Wilshire Securities Management
California
$676K +$8.38K +119 +1%
EPIM
659
Evelyn Partners Investment Management
$674K +$671K +18,897 +23,621%
FIM
660
Fruth Investment Management
Texas
$667K -$4.5K -64 -0.7%
TIAA Trust, National Association
661
TIAA Trust, National Association
North Carolina
$664K -$104K -1,482 -14%
FLPIM
662
F.L. Putnam Investment Management
Massachusetts
$663K +$174K +2,476 +36%
SPC
663
Sigma Planning Corp
Michigan
$663K -$12.6K -179 -2%
1WA
664
180 Wealth Advisors
Washington
$662K +$9.37K +133 +1%
GQG Partners
665
GQG Partners
Florida
$660K -$201M -2,858,549 -100%
HAM
666
Harmony Asset Management
Arizona
$655K
SFG
667
Seamount Financial Group
Colorado
$655K +$345K +4,900 +111%
IC
668
Iconiq Capital
California
$654K -$42K -596 -6%
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$653K
IC
670
Inscription Capital
Texas
$653K -$799K -11,345 -55%
NFC
671
Northeast Financial Consultants
Connecticut
$651K
ERIC
672
Eagle Rock Investment Company
Georgia
$651K
GC
673
Grimes & Company
Massachusetts
$650K -$12K -171 -2%
AG
674
Ascent Group
Virginia
$645K +$20.3K +288 +3%
CWM
675
Circle Wealth Management
New Jersey
$645K -$56.2K -798 -8%