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
NS
651
NBC Securities
Alabama
$690K
VCA
652
Verdence Capital Advisors
Maryland
$689K
MA
653
Mutual Advisors
Nebraska
$688K
WAL
654
W Advisors LLC
Tennessee
$687K
BA
655
Bridgewater Advisors
New York
$687K
EI
656
Ethic Inc
New York
$687K
ST
657
Smithfield Trust
Pennsylvania
$682K
GRP
658
Global Retirement Partners
California
$680K
FWSM
659
First Wilshire Securities Management
California
$676K
EPIM
660
Evelyn Partners Investment Management
$674K
FIM
661
Fruth Investment Management
Texas
$667K
TIAA Trust, National Association
662
TIAA Trust, National Association
North Carolina
$664K
FLPIM
663
F.L. Putnam Investment Management
Massachusetts
$663K
SPC
664
Sigma Planning Corp
Michigan
$663K
1WA
665
180 Wealth Advisors
Washington
$662K
GQG Partners
666
GQG Partners
Florida
$660K
HAM
667
Harmony Asset Management
Arizona
$655K
SFG
668
Seamount Financial Group
Colorado
$655K
IC
669
Iconiq Capital
California
$654K
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$653K
IC
671
Inscription Capital
Texas
$653K
ERIC
672
Eagle Rock Investment Company
Georgia
$651K
NFC
673
Northeast Financial Consultants
Connecticut
$651K
GC
674
Grimes & Company
Massachusetts
$650K
AG
675
Ascent Group
Virginia
$645K