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
RCA
776
Resonant Capital Advisors
Wisconsin
$492K
OIA
777
OneDigital Investment Advisors
Kansas
$488K
BCMLT
778
Beacon Capital Management LLC (Tennessee)
Tennessee
$485K
BHBT
779
Burke & Herbert Bank & Trust
Virginia
$485K
KA
780
Kovack Advisors
Florida
$483K
APWM
781
Argonautica Private Wealth Management
Massachusetts
$482K
EB
782
Eastern Bank
Massachusetts
$482K
WI
783
WrapManager Inc
California
$482K
WIC
784
Woodmont Investment Counsel
Tennessee
$481K
PFBT
785
Parkside Financial Bank & Trust
Missouri
$478K
DWM
786
Drive Wealth Management
Utah
$477K
ECA
787
Elevated Capital Advisors
Utah
$476K
MWM
788
Modera Wealth Management
New Jersey
$476K
AC
789
Avant Capital
Louisiana
$475K
KP
790
Keel Point
Alabama
$475K
CC
791
Courier Capital
New York
$474K
AAS
792
Ameritas Advisory Services
Nebraska
$472K
FWP
793
FAS Wealth Partners
Kansas
$471K
HP
794
Holistic Planning
Texas
$470K
BIM
795
Baldwin Investment Management
Pennsylvania
$470K
PAA
796
Peregrine Asset Advisers
Oregon
$467K
NAM
797
NTV Asset Management
West Virginia
$466K
GCM
798
Gables Capital Management
Florida
$464K
BWM
799
BigSur Wealth Management
Florida
$464K
CH
800
Cromwell Holdings
Wyoming
$461K