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
RBC
801
Romano Brothers & Co
Illinois
$461K
CCG
802
Capital CS Group
California
$461K
PFA
803
Pure Financial Advisors
California
$460K
EWA
804
EverSource Wealth Advisors
Alabama
$459K
BHIA
805
Birch Hill Investment Advisors
Massachusetts
$458K
FTC
806
Farmers Trust Company
Ohio
$457K
RPC
807
Rossmore Private Capital
Connecticut
$455K
BMC
808
Beaton Management Company
Massachusetts
$454K
ESB
809
Essex Savings Bank
Connecticut
$453K
E3F
810
Eight 31 Financial
Texas
$453K
GC
811
Guggenheim Capital
Illinois
$450K
MGWM
812
Marks Group Wealth Management
Minnesota
$448K
HI
813
Harbour Investments
Wisconsin
$447K
SXL
814
Summit X LLC
Missouri
$446K
MDA
815
Minot DeBlois Advisors
Massachusetts
$445K
NIM
816
Northeast Investment Management
Massachusetts
$445K
KOCAA
817
Knights of Columbus Asset Advisors
Connecticut
$444K
SW
818
SVB Wealth
Massachusetts
$442K
BFA
819
Bill Few Associates
Pennsylvania
$441K
FNBOH
820
First National Bank of Hutchinson
Kansas
$440K
SW
821
SteelPeak Wealth
California
$438K
NFC
822
Northstar Financial Companies
Pennsylvania
$437K
SN
823
Sittner & Nelson
Oregon
$436K
AWS
824
Arkfeld Wealth Strategies
Nebraska
$434K
AC
825
AlphaCore Capital
California
$431K