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
KCM
701
Kathmere Capital Management
Pennsylvania
$598K
AWAU
702
Alliance Wealth Advisors (Utah)
Utah
$597K
SCP
703
Sivia Capital Partners
California
$596K
CAM
704
CenterStar Asset Management
Illinois
$595K
BFO
705
Boston Family Office
Massachusetts
$593K
PBT
706
Pictet Bank & Trust
Bahamas
$591K
IP
707
Ignite Planners
California
$590K
NL
708
NWAM LLC
Washington
$590K
HCM
709
Hollencrest Capital Management
California
$590K
SSG
710
Summit Securities Group
New York
$590K
BMCM
711
Bryn Mawr Capital Management
Pennsylvania
$589K
SIA
712
Soltis Investment Advisors
Utah
$589K
LWAM
713
Legacy Wealth Asset Management
Minnesota
$589K
PTC
714
Philadelphia Trust Company
Pennsylvania
$588K
SMA
715
Sage Mountain Advisors
Georgia
$586K
JSW
716
Journey Strategic Wealth
New Jersey
$585K
HIP
717
Harrell Investment Partners
Texas
$578K
UB
718
UMB Bank
Missouri
$577K
PA
719
Probity Advisors
Texas
$575K
CIA
720
Choate Investment Advisors
Massachusetts
$572K
FPAS
721
Focus Partners Advisor Solutions
Missouri
$570K
Mitsubishi UFJ Asset Management
722
Mitsubishi UFJ Asset Management
Japan
$569K
M
723
MOTCO
Texas
$567K
Kayne Anderson Rudnick Investment Management
724
Kayne Anderson Rudnick Investment Management
California
$567K
NWAG
725
Net Worth Advisory Group
Utah
$565K