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
SWM
851
Silverlake Wealth Management
Vermont
$396K
BIM
852
Bridges Investment Management
Nebraska
$395K
TAM
853
Tucker Asset Management
Colorado
$395K
WHC
854
Wulff, Hansen & Co
California
$395K
MGIA
855
Matthew Goff Investment Advisor
Texas
$395K
CIAS
856
Capital Investment Advisory Services
North Carolina
$394K
SMA
857
Seven Mile Advisory
New Jersey
$392K
CIAS
858
CFS Investment Advisory Services
New Jersey
$392K
RC
859
Rexford Capital
Texas
$390K
FDCDDQ
860
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390K
AC
861
Avestar Capital
New York
$389K
MJP
862
Michael J. Puzo
$384K
SIM
863
Seaview Investment Managers
Florida
$383K
BCP
864
Berkeley Capital Partners
Georgia
$383K
PP
865
Patten & Patten
Tennessee
$381K
EMAM
866
Encompass More Asset Management
California
$379K
SAA
867
Southeast Asset Advisors
Georgia
$379K
FWIA
868
Fort Washington Investment Advisors
Ohio
$379K
CWM
869
Cordatus Wealth Management
Pennsylvania
$377K
BFA
870
Beaumont Financial Advisors
Massachusetts
$377K
ONST
871
Old North State Trust
North Carolina
$372K
LKIM
872
Lawson Kroeker Investment Management
Nebraska
$372K
DCA
873
DSG Capital Advisors
Minnesota
$371K
AIA
874
AIMZ Investment Advisors
California
$371K
PA
875
PFG Advisors
Arizona
$370K