1,371 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, 484 increasing their positions, 505 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:

1% less funds holding

Funds holding: 1,3911,371 (-20)

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
1,371
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
BHBT
776
Burke & Herbert Bank & Trust
Virginia
$485K
KA
777
Kovack Advisors
Florida
$483K
APWM
778
Argonautica Private Wealth Management
Massachusetts
$482K
EB
779
Eastern Bank
Massachusetts
$482K
WI
780
WrapManager Inc
California
$482K
WIC
781
Woodmont Investment Counsel
Tennessee
$481K
PFBT
782
Parkside Financial Bank & Trust
Missouri
$478K
DWM
783
Drive Wealth Management
Utah
$477K
ECA
784
Elevated Capital Advisors
Utah
$476K
MWM
785
Modera Wealth Management
New Jersey
$476K
AC
786
Avant Capital
Louisiana
$475K
KP
787
Keel Point
Alabama
$475K
CC
788
Courier Capital
New York
$474K
AAS
789
Ameritas Advisory Services
Nebraska
$472K
FWP
790
FAS Wealth Partners
Kansas
$471K
HP
791
Holistic Planning
Texas
$470K
BIM
792
Baldwin Investment Management
Pennsylvania
$470K
PAA
793
Peregrine Asset Advisers
Oregon
$467K
NAM
794
NTV Asset Management
West Virginia
$466K
GCM
795
Gables Capital Management
Florida
$464K
BWM
796
BigSur Wealth Management
Florida
$464K
CH
797
Cromwell Holdings
Wyoming
$461K
RBC
798
Romano Brothers & Co
Illinois
$461K
CCG
799
Capital CS Group
California
$461K
PFA
800
Pure Financial Advisors
California
$460K