1,368 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, 483 increasing their positions, 503 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:

2% less funds holding

Funds holding: 1,3891,368 (-21)

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
1,368
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
RIL
826
Rothschild Investment LLC
Illinois
$425K
GAM
827
Gotham Asset Management
New York
$424K
AAIM
828
Asset Advisors Investment Management
Georgia
$422K
PWPS
829
Pinnacle Wealth Planning Services
Ohio
$422K
FIA
830
Foundations Investment Advisors
Arizona
$418K
Barclays
831
Barclays
United Kingdom
$418K
WA
832
Wealthstream Advisors
New York
$413K
LFG
833
Larson Financial Group
Missouri
$413K
ATC
834
Argent Trust Co
Tennessee
$412K
HDIM
835
Hanson & Doremus Investment Management
Vermont
$412K
WT
836
Washington Trust
Rhode Island
$411K
ACA
837
Ascension Capital Advisors
Texas
$410K
SL
838
Sentry LLC
Tennessee
$406K
SWP
839
Strategic Wealth Partners
Ohio
$404K
CGA
840
Crescent Grove Advisors
Illinois
$403K
LCWP
841
Legacy Capital Wealth Partners
Arkansas
$401K
SF
842
Symphony Financial
Texas
$400K
EAM
843
Everstar Asset Management
North Carolina
$398K
CBOR
844
Community Bank of Raymore
Missouri
$398K
SWM
845
Silverlake Wealth Management
Vermont
$396K
BIM
846
Bridges Investment Management
Nebraska
$395K
WHC
847
Wulff, Hansen & Co
California
$395K
MGIA
848
Matthew Goff Investment Advisor
Texas
$395K
CIAS
849
Capital Investment Advisory Services
North Carolina
$394K
SMA
850
Seven Mile Advisory
New Jersey
$392K