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
OIC
726
Orion Investment Company
Missouri
$563K
CAM
727
Cozad Asset Management
Illinois
$560K
CT
728
Clearstead Trust
Maine
$560K
BGAI
729
Bruce G. Allen Investments
Colorado
$559K
SIMG
730
Sonora Investment Management Group
Arizona
$558K
GI
731
GAMMA Investing
California
$558K
PIM
732
Pullen Investment Management
Florida
$556K
SQA
733
Simon Quick Advisors
New Jersey
$554K
WIA
734
World Investment Advisors
California
$553K
WF
735
Welch & Forbes
Massachusetts
$552K
BHPW
736
Beverly Hills Private Wealth
California
$551K
LSIA
737
LaSalle St. Investment Advisors
Illinois
$549K
CAM
738
Councilmark Asset Management
Tennessee
$547K
DP
739
Dearborn Partners
Illinois
$546K
MA
740
MONECO Advisors
Connecticut
$540K
VVP
741
Venture Visionary Partners
Ohio
$540K
AGC
742
Aspen Grove Capital
Colorado
$539K
ECM
743
Estabrook Capital Management
New York
$536K
ADMI
744
Albert D. Mason Inc
Massachusetts
$532K
RMDI
745
R.M. Davis Inc
Maine
$530K
MWM
746
Mattern Wealth Management
Kansas
$529K
MPI
747
Mairs & Power Inc
Minnesota
$528K
FI
748
Fractal Investments
Connecticut
$528K
PL
749
Plancorp LLC
Missouri
$527K
VDI
750
Vaughan David Investments
Illinois
$523K