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 %
FDCDDQ
851
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390K -$2.61K -37 -0.7%
AC
852
Avestar Capital
New York
$389K +$389K +5,530 New
MJP
853
Michael J. Puzo
$384K
SIM
854
Seaview Investment Managers
Florida
$383K -$12.2K -173 -3%
BCP
855
Berkeley Capital Partners
Georgia
$383K -$422 -6 -0.1%
PP
856
Patten & Patten
Tennessee
$381K +$35.2K +500 +10%
EMAM
857
Encompass More Asset Management
California
$379K -$151K -2,139 -28%
SAA
858
Southeast Asset Advisors
Georgia
$379K +$70.4K +1,000 +23%
FWIA
859
Fort Washington Investment Advisors
Ohio
$379K -$5.14K -73 -1%
CWM
860
Cordatus Wealth Management
Pennsylvania
$377K -$8.02K -114 -2%
BFA
861
Beaumont Financial Advisors
Massachusetts
$377K +$2.89K +41 +0.8%
ONST
862
Old North State Trust
North Carolina
$372K +$372K +5,282 New
LKIM
863
Lawson Kroeker Investment Management
Nebraska
$372K -$7.75K -110 -2%
DCA
864
DSG Capital Advisors
Minnesota
$371K
AIA
865
AIMZ Investment Advisors
California
$371K
PA
866
PFG Advisors
Arizona
$370K +$92.1K +1,308 +33%
RDWM
867
Red Door Wealth Management
Tennessee
$370K -$24.5K -348 -6%
DAS
868
Diversify Advisory Services
Utah
$368K +$63.7K +881 +21%
NA
869
Nautilus Advisors
California
$368K
TAM
870
Titleist Asset Management
Texas
$367K -$1.27K -18 -0.3%
FCA
871
FLC Capital Advisors
California
$364K +$172K +2,444 +89%
PP
872
PFS Partners
New Jersey
$363K +$3.38K +48 +0.9%
VIP
873
Vista Investment Partners
Oklahoma
$363K
JWA
874
JFS Wealth Advisors
Pennsylvania
$361K +$147K +2,091 +69%
PCS
875
Personal CFO Solutions
New Jersey
$360K +$12.6K +179 +4%