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 %
WAP
676
Wealthcare Advisory Partners
Pennsylvania
$644K +$13.8K +196 +2%
NB
677
NBT Bank
New York
$642K -$7.04K -100 -1%
JSC
678
Jackson Square Capital
California
$641K -$156K -2,210 -20%
CWM
679
Collaborative Wealth Management
Florida
$641K +$563 +8 +0.1%
AWM
680
Aries Wealth Management
Maine
$641K +$34.5K +490 +6%
CCA
681
Childress Capital Advisors
Texas
$638K -$241K -3,423 -27%
CWP
682
Core Wealth Partners
California
$637K
GCM
683
Gallacher Capital Management
Colorado
$636K -$18.4K -262 -3%
MHR
684
Matthew Hamilton Rosenberg
$635K +$7.89K +112 +1%
WJWM
685
Williams Jones Wealth Management
New York
$624K +$43K +611 +7%
VCM
686
Versant Capital Management
Arizona
$624K -$98.4K -1,397 -14%
IIM
687
InTrack Investment Management
Vermont
$620K +$78.9K +1,120 +15%
LTAS
688
Linden Thomas Advisory Services
North Carolina
$615K +$92K +1,307 +18%
CCIA
689
Campbell & Co Investment Adviser
Maryland
$611K -$1.48M -20,981 -71%
DWP
690
Daymark Wealth Partners
Ohio
$610K -$91.1K -1,294 -13%
JIP
691
Jaffetilchin Investment Partners
Florida
$610K +$634 +9 +0.1%
CW
692
CreativeOne Wealth
Kansas
$607K +$39.6K +563 +7%
BWAM
693
Boyd Watterson Asset Management
Ohio
$606K
CWA
694
Cura Wealth Advisors
Illinois
$604K
MCA
695
MSH Capital Advisors
Arizona
$604K +$13K +185 +2%
SWM
696
Spire Wealth Management
Virginia
$601K +$65.7K +933 +12%
CWM
697
Chemistry Wealth Management
New York
$598K +$7.11K +101 +1%
KCM
698
Kathmere Capital Management
Pennsylvania
$598K +$7.04K +100 +1%
AWAU
699
Alliance Wealth Advisors (Utah)
Utah
$597K +$20.7K +294 +4%
SCP
700
Sivia Capital Partners
California
$596K +$34.7K +493 +6%