1,371 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, 484 increasing their positions, 505 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:

1% less funds holding

Funds holding: 1,3911,371 (-20)

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
1,371
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
GC
676
Grimes & Company
Massachusetts
$650K
AG
677
Ascent Group
Virginia
$645K
CWM
678
Circle Wealth Management
New Jersey
$645K
WAP
679
Wealthcare Advisory Partners
Pennsylvania
$644K
NB
680
NBT Bank
New York
$642K
JSC
681
Jackson Square Capital
California
$641K
CWM
682
Collaborative Wealth Management
Florida
$641K
AWM
683
Aries Wealth Management
Maine
$641K
CCA
684
Childress Capital Advisors
Texas
$638K
CWP
685
Core Wealth Partners
California
$637K
GCM
686
Gallacher Capital Management
Colorado
$636K
MHR
687
Matthew Hamilton Rosenberg
$635K
WJWM
688
Williams Jones Wealth Management
New York
$624K
VCM
689
Versant Capital Management
Arizona
$624K
IIM
690
InTrack Investment Management
Vermont
$620K
LTAS
691
Linden Thomas Advisory Services
North Carolina
$615K
CCIA
692
Campbell & Co Investment Adviser
Maryland
$611K
DWP
693
Daymark Wealth Partners
Ohio
$610K
JIP
694
Jaffetilchin Investment Partners
Florida
$610K
CW
695
CreativeOne Wealth
Kansas
$607K
BWAM
696
Boyd Watterson Asset Management
Ohio
$606K
CWA
697
Cura Wealth Advisors
Illinois
$604K
MCA
698
MSH Capital Advisors
Arizona
$604K
SWM
699
Spire Wealth Management
Virginia
$601K
CWM
700
Chemistry Wealth Management
New York
$598K