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 %
BMC
801
Beaton Management Company
Massachusetts
$454K
ESB
802
Essex Savings Bank
Connecticut
$453K -$11.1K -157 -2%
E3F
803
Eight 31 Financial
Texas
$453K -$2.54K -36 -0.6%
GC
804
Guggenheim Capital
Illinois
$450K -$270K -3,832 -37%
MGWM
805
Marks Group Wealth Management
Minnesota
$448K -$28.4K -404 -6%
HI
806
Harbour Investments
Wisconsin
$447K -$14.3K -203 -3%
SXL
807
Summit X LLC
Missouri
$446K +$46.8K +665 +12%
MDA
808
Minot DeBlois Advisors
Massachusetts
$445K -$2.96K -42 -0.7%
NIM
809
Northeast Investment Management
Massachusetts
$445K -$1.97K -28 -0.4%
KOCAA
810
Knights of Columbus Asset Advisors
Connecticut
$444K +$60.2K +855 +16%
SW
811
SVB Wealth
Massachusetts
$442K +$442K +6,276 New
BFA
812
Bill Few Associates
Pennsylvania
$441K +$4.15K +59 +1%
FNBOH
813
First National Bank of Hutchinson
Kansas
$440K +$25.8K +366 +6%
SW
814
SteelPeak Wealth
California
$438K +$30.3K +431 +7%
NFC
815
Northstar Financial Companies
Pennsylvania
$437K -$106K -1,503 -19%
SN
816
Sittner & Nelson
Oregon
$436K +$141 +2 +0%
AWS
817
Arkfeld Wealth Strategies
Nebraska
$434K +$2.86K +41 +0.7%
MWM
818
Modern Wealth Management
Kansas
$432K -$23K -326 -5%
AC
819
AlphaCore Capital
California
$431K -$11.1K -158 -3%
FCG
820
Fielder Capital Group
Tennessee
$430K
AWM
821
Axxcess Wealth Management
California
$430K +$141 +2 +0%
1WM
822
1900 Wealth Management
Texas
$427K +$8.52K +121 +2%
HA
823
Hamel Associates
New Jersey
$426K
RIL
824
Rothschild Investment LLC
Illinois
$425K +$13K +185 +3%
GAM
825
Gotham Asset Management
New York
$424K +$30.4K +432 +8%