1,381 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 490 increasing their positions, 507 reducing their positions, and 103 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: 1,4021,381 (-21)

7% less capital invested

Capital invested by funds: $28.5B → $26.6B (-$1.95B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,381
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
NFC
676
Northeast Financial Consultants
Connecticut
$651K
ERIC
677
Eagle Rock Investment Company
Georgia
$651K
GC
678
Grimes & Company
Massachusetts
$650K
AG
679
Ascent Group
Virginia
$645K
CWM
680
Circle Wealth Management
New Jersey
$645K
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$644K
NB
682
NBT Bank
New York
$642K
JSC
683
Jackson Square Capital
California
$641K
CWM
684
Collaborative Wealth Management
Florida
$641K
AWM
685
Aries Wealth Management
Maine
$641K
CCA
686
Childress Capital Advisors
Texas
$638K
CWP
687
Core Wealth Partners
California
$637K
GCM
688
Gallacher Capital Management
Colorado
$636K
MHR
689
Matthew Hamilton Rosenberg
$635K
WJWM
690
Williams Jones Wealth Management
New York
$624K
VCM
691
Versant Capital Management
Arizona
$624K
IIM
692
InTrack Investment Management
Vermont
$620K
LTAS
693
Linden Thomas Advisory Services
North Carolina
$615K
CCIA
694
Campbell & Co Investment Adviser
Maryland
$611K
DWP
695
Daymark Wealth Partners
Ohio
$610K
JIP
696
Jaffetilchin Investment Partners
Florida
$610K
CW
697
CreativeOne Wealth
Kansas
$607K
BWAM
698
Boyd Watterson Asset Management
Ohio
$606K
CWA
699
Cura Wealth Advisors
Illinois
$604K
MCA
700
MSH Capital Advisors
Arizona
$604K