1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.25%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
776
WrapManager Inc
California
$482K -$43.2K -613 -8%
WIC
777
Woodmont Investment Counsel
Tennessee
$481K
PFBT
778
Parkside Financial Bank & Trust
Missouri
$478K +$22.9K +325 +5%
DWM
779
Drive Wealth Management
Utah
$477K +$41.6K +591 +10%
ECA
780
Elevated Capital Advisors
Utah
$476K
MWM
781
Modera Wealth Management
New Jersey
$476K +$69.1K +982 +17%
AC
782
Avant Capital
Louisiana
$475K
KP
783
Keel Point
Alabama
$475K +$94.3K +1,339 +25%
CC
784
Courier Capital
New York
$474K +$1.76K +25 +0.4%
AAS
785
Ameritas Advisory Services
Nebraska
$472K -$185K -2,630 -28%
FWP
786
FAS Wealth Partners
Kansas
$471K -$5.14K -73 -1%
HP
787
Holistic Planning
Texas
$470K +$493 +7 +0.1%
BIM
788
Baldwin Investment Management
Pennsylvania
$470K -$22.7K -322 -5%
PAA
789
Peregrine Asset Advisers
Oregon
$467K +$54.6K +775 +13%
NAM
790
NTV Asset Management
West Virginia
$466K
GCM
791
Gables Capital Management
Florida
$464K
BWM
792
BigSur Wealth Management
Florida
$464K +$3.52K +50 +0.8%
CH
793
Cromwell Holdings
Wyoming
$461K
RBC
794
Romano Brothers & Co
Illinois
$461K -$14.1K -200 -3%
CCG
795
Capital CS Group
California
$461K +$461K +6,544 New
PFA
796
Pure Financial Advisors
California
$460K +$113K +1,601 +32%
EWA
797
EverSource Wealth Advisors
Alabama
$459K +$70.7K +1,004 +18%
BHIA
798
Birch Hill Investment Advisors
Massachusetts
$458K
FTC
799
Farmers Trust Company
Ohio
$457K +$493 +7 +0.1%
RPC
800
Rossmore Private Capital
Connecticut
$455K -$2.82K -40 -0.6%