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
RHDIC
726
R.H. Dinel Investment Counsel
California
$564K
EFA
727
Evernest Financial Advisors
Indiana
$564K
OIC
728
Orion Investment Company
Missouri
$563K
CAM
729
Cozad Asset Management
Illinois
$560K
CT
730
Clearstead Trust
Maine
$560K
BGAI
731
Bruce G. Allen Investments
Colorado
$559K
SIMG
732
Sonora Investment Management Group
Arizona
$558K
GI
733
GAMMA Investing
California
$558K
PIM
734
Pullen Investment Management
Florida
$556K
SQA
735
Simon Quick Advisors
New Jersey
$554K
WIA
736
World Investment Advisors
California
$553K
WF
737
Welch & Forbes
Massachusetts
$552K
BHPW
738
Beverly Hills Private Wealth
California
$551K
LSIA
739
LaSalle St. Investment Advisors
Illinois
$549K
CAM
740
Councilmark Asset Management
Tennessee
$547K
DP
741
Dearborn Partners
Illinois
$546K
MA
742
MONECO Advisors
Connecticut
$540K
VVP
743
Venture Visionary Partners
Ohio
$540K
AGC
744
Aspen Grove Capital
Colorado
$539K
ECM
745
Estabrook Capital Management
New York
$536K
ADMI
746
Albert D. Mason Inc
Massachusetts
$532K
RMDI
747
R.M. Davis Inc
Maine
$530K
MWM
748
Mattern Wealth Management
Kansas
$529K
MPI
749
Mairs & Power Inc
Minnesota
$528K
FI
750
Fractal Investments
Connecticut
$528K