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
Kayne Anderson Rudnick Investment Management
726
Kayne Anderson Rudnick Investment Management
California
$567K
NWAG
727
Net Worth Advisory Group
Utah
$565K
RHDIC
728
R.H. Dinel Investment Counsel
California
$564K
EFA
729
Evernest Financial Advisors
Indiana
$564K
OIC
730
Orion Investment Company
Missouri
$563K
CAM
731
Cozad Asset Management
Illinois
$560K
CT
732
Clearstead Trust
Maine
$560K
BGAI
733
Bruce G. Allen Investments
Colorado
$559K
SIMG
734
Sonora Investment Management Group
Arizona
$558K
GI
735
GAMMA Investing
California
$558K
PIM
736
Pullen Investment Management
Florida
$556K
SQA
737
Simon Quick Advisors
New Jersey
$554K
WIA
738
World Investment Advisors
California
$553K
WF
739
Welch & Forbes
Massachusetts
$552K
BHPW
740
Beverly Hills Private Wealth
California
$551K
LSIA
741
LaSalle St. Investment Advisors
Illinois
$549K
CAM
742
Councilmark Asset Management
Tennessee
$547K
DP
743
Dearborn Partners
Illinois
$546K
MA
744
MONECO Advisors
Connecticut
$540K
VVP
745
Venture Visionary Partners
Ohio
$540K
AGC
746
Aspen Grove Capital
Colorado
$539K
PAW
747
Plan A Wealth
Nebraska
$537K
ECM
748
Estabrook Capital Management
New York
$536K
ADMI
749
Albert D. Mason Inc
Massachusetts
$532K
RMDI
750
R.M. Davis Inc
Maine
$530K