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
MWM
751
Mattern Wealth Management
Kansas
$529K
MPI
752
Mairs & Power Inc
Minnesota
$528K
FI
753
Fractal Investments
Connecticut
$528K
PL
754
Plancorp LLC
Missouri
$527K
VDI
755
Vaughan David Investments
Illinois
$523K
BCM
756
Bayesian Capital Management
New York
$521K
SCM
757
Schnieders Capital Management
California
$518K
HCA
758
Harbour Capital Advisors
Virginia
$518K
TCOV
759
Trust Company of Vermont
Vermont
$514K
KCPG
760
Kavar Capital Partners Group
Kansas
$513K
EH
761
Equitable Holdings
New York
$512K
QWP
762
Quotient Wealth Partners
Texas
$512K
HCP
763
Hardin Capital Partners
South Carolina
$510K
Empower Advisory Group
764
Empower Advisory Group
Colorado
$510K
SWM
765
Seed Wealth Management
Illinois
$509K
CAI
766
Capital Advisors Inc
Oklahoma
$504K
EWM
767
Empirical Wealth Management
Washington
$504K
BCWM
768
Bartlett & Co Wealth Management
Ohio
$502K
BWM
769
Bulltick Wealth Management
Florida
$502K
FMTC
770
Farmers & Merchants Trust Company
California
$501K
SAMT
771
Select Asset Management & Trust
Pennsylvania
$498K
GTAM
772
Global Trust Asset Management
Florida
$498K
PWP
773
Principle Wealth Partners
Connecticut
$497K
Janus Henderson Group
774
Janus Henderson Group
United Kingdom
$494K
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$493K