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 %
AAIM
826
Asset Advisors Investment Management
Georgia
$422K
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$422K -$82K -1,164 -16%
FIA
828
Foundations Investment Advisors
Arizona
$418K +$133K +1,891 +47%
Barclays
829
Barclays
United Kingdom
$418K -$1.47M -20,843 -78%
WA
830
Wealthstream Advisors
New York
$413K +$31.4K +446 +8%
LFG
831
Larson Financial Group
Missouri
$413K +$10.1K +143 +3%
ATC
832
Argent Trust Co
Tennessee
$412K +$32.2K +457 +8%
HDIM
833
Hanson & Doremus Investment Management
Vermont
$412K
WT
834
Washington Trust
Rhode Island
$411K +$104K +1,474 +34%
ACA
835
Ascension Capital Advisors
Texas
$410K
SL
836
Sentry LLC
Tennessee
$406K
SWP
837
Strategic Wealth Partners
Ohio
$404K +$404K +5,738 New
CGA
838
Crescent Grove Advisors
Illinois
$403K +$403K +5,727 New
LCWP
839
Legacy Capital Wealth Partners
Arkansas
$401K -$17.3K -246 -4%
SF
840
Symphony Financial
Texas
$400K +$400K +5,538 New
EAM
841
Everstar Asset Management
North Carolina
$398K -$160K -2,276 -29%
CBOR
842
Community Bank of Raymore
Missouri
$398K
SWM
843
Silverlake Wealth Management
Vermont
$396K +$8.1K +115 +2%
BIM
844
Bridges Investment Management
Nebraska
$395K
WHC
845
Wulff, Hansen & Co
California
$395K +$395K +5,611 New
MGIA
846
Matthew Goff Investment Advisor
Texas
$395K
CIAS
847
Capital Investment Advisory Services
North Carolina
$394K -$845 -12 -0.2%
SMA
848
Seven Mile Advisory
New Jersey
$392K +$12.4K +176 +3%
CIAS
849
CFS Investment Advisory Services
New Jersey
$392K -$26.9K -382 -6%
RC
850
Rexford Capital
Texas
$390K +$390K +5,539 New