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
SWM
701
Spire Wealth Management
Virginia
$601K
CWM
702
Chemistry Wealth Management
New York
$598K
KCM
703
Kathmere Capital Management
Pennsylvania
$598K
AWAU
704
Alliance Wealth Advisors (Utah)
Utah
$597K
SCP
705
Sivia Capital Partners
California
$596K
CAM
706
CenterStar Asset Management
Illinois
$595K
BFO
707
Boston Family Office
Massachusetts
$593K
PBT
708
Pictet Bank & Trust
Bahamas
$591K
IP
709
Ignite Planners
California
$590K
NL
710
NWAM LLC
Washington
$590K
HCM
711
Hollencrest Capital Management
California
$590K
SSG
712
Summit Securities Group
New York
$590K
BMCM
713
Bryn Mawr Capital Management
Pennsylvania
$589K
SIA
714
Soltis Investment Advisors
Utah
$589K
LWAM
715
Legacy Wealth Asset Management
Minnesota
$589K
PTC
716
Philadelphia Trust Company
Pennsylvania
$588K
SMA
717
Sage Mountain Advisors
Georgia
$586K
JSW
718
Journey Strategic Wealth
New Jersey
$585K
HIP
719
Harrell Investment Partners
Texas
$578K
UB
720
UMB Bank
Missouri
$577K
PA
721
Probity Advisors
Texas
$575K
CIA
722
Choate Investment Advisors
Massachusetts
$572K
FPAS
723
Focus Partners Advisor Solutions
Missouri
$570K
Mitsubishi UFJ Asset Management
724
Mitsubishi UFJ Asset Management
Japan
$569K
M
725
MOTCO
Texas
$567K