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
CWM
676
Circle Wealth Management
New Jersey
$645K
WAP
677
Wealthcare Advisory Partners
Pennsylvania
$644K
NB
678
NBT Bank
New York
$642K
JSC
679
Jackson Square Capital
California
$641K
CWM
680
Collaborative Wealth Management
Florida
$641K
AWM
681
Aries Wealth Management
Maine
$641K
CCA
682
Childress Capital Advisors
Texas
$638K
CWP
683
Core Wealth Partners
California
$637K
GCM
684
Gallacher Capital Management
Colorado
$636K
MHR
685
Matthew Hamilton Rosenberg
$635K
WJWM
686
Williams Jones Wealth Management
New York
$624K
VCM
687
Versant Capital Management
Arizona
$624K
IIM
688
InTrack Investment Management
Vermont
$620K
LTAS
689
Linden Thomas Advisory Services
North Carolina
$615K
CCIA
690
Campbell & Co Investment Adviser
Maryland
$611K
DWP
691
Daymark Wealth Partners
Ohio
$610K
JIP
692
Jaffetilchin Investment Partners
Florida
$610K
CW
693
CreativeOne Wealth
Kansas
$607K
BWAM
694
Boyd Watterson Asset Management
Ohio
$606K
CWA
695
Cura Wealth Advisors
Illinois
$604K
MCA
696
MSH Capital Advisors
Arizona
$604K
SWM
697
Spire Wealth Management
Virginia
$601K
CWM
698
Chemistry Wealth Management
New York
$598K
KCM
699
Kathmere Capital Management
Pennsylvania
$598K
AWAU
700
Alliance Wealth Advisors (Utah)
Utah
$597K