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
EWA
801
EverSource Wealth Advisors
Alabama
$459K
BHIA
802
Birch Hill Investment Advisors
Massachusetts
$458K
FTC
803
Farmers Trust Company
Ohio
$457K
RPC
804
Rossmore Private Capital
Connecticut
$455K
BMC
805
Beaton Management Company
Massachusetts
$454K
ESB
806
Essex Savings Bank
Connecticut
$453K
E3F
807
Eight 31 Financial
Texas
$453K
GC
808
Guggenheim Capital
Illinois
$450K
MGWM
809
Marks Group Wealth Management
Minnesota
$448K
HI
810
Harbour Investments
Wisconsin
$447K
SXL
811
Summit X LLC
Missouri
$446K
MDA
812
Minot DeBlois Advisors
Massachusetts
$445K
NIM
813
Northeast Investment Management
Massachusetts
$445K
KOCAA
814
Knights of Columbus Asset Advisors
Connecticut
$444K
SW
815
SVB Wealth
Massachusetts
$442K
BFA
816
Bill Few Associates
Pennsylvania
$441K
FNBOH
817
First National Bank of Hutchinson
Kansas
$440K
SW
818
SteelPeak Wealth
California
$438K
NFC
819
Northstar Financial Companies
Pennsylvania
$437K
SN
820
Sittner & Nelson
Oregon
$436K
AWS
821
Arkfeld Wealth Strategies
Nebraska
$434K
MWM
822
Modern Wealth Management
Kansas
$432K
AC
823
AlphaCore Capital
California
$431K
FCG
824
Fielder Capital Group
Tennessee
$430K
AWM
825
Axxcess Wealth Management
California
$430K