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
SCP
701
Sivia Capital Partners
California
$596K
CAM
702
CenterStar Asset Management
Illinois
$595K
BFO
703
Boston Family Office
Massachusetts
$593K
PBT
704
Pictet Bank & Trust
Bahamas
$591K
IP
705
Ignite Planners
California
$590K
NL
706
NWAM LLC
Washington
$590K
HCM
707
Hollencrest Capital Management
California
$590K
SSG
708
Summit Securities Group
New York
$590K
BMCM
709
Bryn Mawr Capital Management
Pennsylvania
$589K
SIA
710
Soltis Investment Advisors
Utah
$589K
LWAM
711
Legacy Wealth Asset Management
Minnesota
$589K
PTC
712
Philadelphia Trust Company
Pennsylvania
$588K
SMA
713
Sage Mountain Advisors
Georgia
$586K
JSW
714
Journey Strategic Wealth
New Jersey
$585K
HIP
715
Harrell Investment Partners
Texas
$578K
UB
716
UMB Bank
Missouri
$577K
PA
717
Probity Advisors
Texas
$575K
CIA
718
Choate Investment Advisors
Massachusetts
$572K
FPAS
719
Focus Partners Advisor Solutions
Missouri
$570K
Mitsubishi UFJ Asset Management
720
Mitsubishi UFJ Asset Management
Japan
$569K
M
721
MOTCO
Texas
$567K
Kayne Anderson Rudnick Investment Management
722
Kayne Anderson Rudnick Investment Management
California
$567K
NWAG
723
Net Worth Advisory Group
Utah
$565K
RHDIC
724
R.H. Dinel Investment Counsel
California
$564K
EFA
725
Evernest Financial Advisors
Indiana
$564K