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 %
CAM
701
CenterStar Asset Management
Illinois
$595K +$595K +8,450 New
BFO
702
Boston Family Office
Massachusetts
$593K -$5.85K -83 -1%
PBT
703
Pictet Bank & Trust
Bahamas
$591K
IP
704
Ignite Planners
California
$590K -$984 -14 -0.2%
NL
705
NWAM LLC
Washington
$590K +$106K +1,478 +22%
HCM
706
Hollencrest Capital Management
California
$590K -$35.2K -500 -6%
SSG
707
Summit Securities Group
New York
$590K +$590K +8,374 New
BMCM
708
Bryn Mawr Capital Management
Pennsylvania
$589K +$174K +2,467 +42%
SIA
709
Soltis Investment Advisors
Utah
$589K +$589K +8,360 New
LWAM
710
Legacy Wealth Asset Management
Minnesota
$589K +$6.9K +98 +1%
PTC
711
Philadelphia Trust Company
Pennsylvania
$588K
SMA
712
Sage Mountain Advisors
Georgia
$586K -$27.5K -390 -4%
JSW
713
Journey Strategic Wealth
New Jersey
$585K +$351K +4,988 +150%
HIP
714
Harrell Investment Partners
Texas
$578K -$60.7K -862 -9%
UB
715
UMB Bank
Missouri
$577K -$5.49K -78 -0.9%
PA
716
Probity Advisors
Texas
$575K +$9.01K +128 +2%
CIA
717
Choate Investment Advisors
Massachusetts
$572K
FPAS
718
Focus Partners Advisor Solutions
Missouri
$570K -$447K -6,344 -44%
Mitsubishi UFJ Asset Management
719
Mitsubishi UFJ Asset Management
Japan
$569K +$121K +1,723 +27%
M
720
MOTCO
Texas
$567K -$4.19K -58 -0.7%
Kayne Anderson Rudnick Investment Management
721
Kayne Anderson Rudnick Investment Management
California
$567K -$74K -1,051 -12%
NWAG
722
Net Worth Advisory Group
Utah
$565K +$23.3K +331 +4%
RHDIC
723
R.H. Dinel Investment Counsel
California
$564K -$37K -525 -6%
EFA
724
Evernest Financial Advisors
Indiana
$564K +$2.82K +40 +0.5%
OIC
725
Orion Investment Company
Missouri
$563K -$282 -4 -0.1%