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
BCM
751
Bayesian Capital Management
New York
$521K
SCM
752
Schnieders Capital Management
California
$518K
HCA
753
Harbour Capital Advisors
Virginia
$518K
TCOV
754
Trust Company of Vermont
Vermont
$514K
KCPG
755
Kavar Capital Partners Group
Kansas
$513K
EH
756
Equitable Holdings
New York
$512K
QWP
757
Quotient Wealth Partners
Texas
$512K
HCP
758
Hardin Capital Partners
South Carolina
$510K
Empower Advisory Group
759
Empower Advisory Group
Colorado
$510K
SWM
760
Seed Wealth Management
Illinois
$509K
CAI
761
Capital Advisors Inc
Oklahoma
$504K
EWM
762
Empirical Wealth Management
Washington
$504K
BCWM
763
Bartlett & Co Wealth Management
Ohio
$502K
BWM
764
Bulltick Wealth Management
Florida
$502K
FMTC
765
Farmers & Merchants Trust Company
California
$501K
SAMT
766
Select Asset Management & Trust
Pennsylvania
$498K
GTAM
767
Global Trust Asset Management
Florida
$498K
PWP
768
Principle Wealth Partners
Connecticut
$497K
Janus Henderson Group
769
Janus Henderson Group
United Kingdom
$494K
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$493K
RCA
771
Resonant Capital Advisors
Wisconsin
$492K
OIA
772
OneDigital Investment Advisors
Kansas
$488K
BCMLT
773
Beacon Capital Management LLC (Tennessee)
Tennessee
$485K
BHBT
774
Burke & Herbert Bank & Trust
Virginia
$485K
KA
775
Kovack Advisors
Florida
$483K