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
FCG
826
Fielder Capital Group
Tennessee
$430K
AWM
827
Axxcess Wealth Management
California
$430K
MWM
828
Modern Wealth Management
Kansas
$428K
1WM
829
1900 Wealth Management
Texas
$427K
HA
830
Hamel Associates
New Jersey
$426K
RIL
831
Rothschild Investment LLC
Illinois
$425K
GAM
832
Gotham Asset Management
New York
$424K
AAIM
833
Asset Advisors Investment Management
Georgia
$422K
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$422K
FIA
835
Foundations Investment Advisors
Arizona
$418K
Barclays
836
Barclays
United Kingdom
$418K
WA
837
Wealthstream Advisors
New York
$413K
LFG
838
Larson Financial Group
Missouri
$413K
ATC
839
Argent Trust Co
Tennessee
$412K
HDIM
840
Hanson & Doremus Investment Management
Vermont
$412K
WT
841
Washington Trust
Rhode Island
$411K
ACA
842
Ascension Capital Advisors
Texas
$410K
SI
843
Severin Investments
Missouri
$410K
SL
844
Sentry LLC
Tennessee
$406K
SWP
845
Strategic Wealth Partners
Ohio
$404K
CGA
846
Crescent Grove Advisors
Illinois
$403K
LCWP
847
Legacy Capital Wealth Partners
Arkansas
$401K
SF
848
Symphony Financial
Texas
$400K
EAM
849
Everstar Asset Management
North Carolina
$398K
CBOR
850
Community Bank of Raymore
Missouri
$398K