1,371 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, 484 increasing their positions, 505 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:

1% less funds holding

Funds holding: 1,3911,371 (-20)

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
1,371
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
CIAS
851
Capital Investment Advisory Services
North Carolina
$394K
SMA
852
Seven Mile Advisory
New Jersey
$392K
CIAS
853
CFS Investment Advisory Services
New Jersey
$392K
RC
854
Rexford Capital
Texas
$390K
FDCDDQ
855
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390K
AC
856
Avestar Capital
New York
$389K
MJP
857
Michael J. Puzo
$384K
SIM
858
Seaview Investment Managers
Florida
$383K
BCP
859
Berkeley Capital Partners
Georgia
$383K
PP
860
Patten & Patten
Tennessee
$381K
EMAM
861
Encompass More Asset Management
California
$379K
SAA
862
Southeast Asset Advisors
Georgia
$379K
FWIA
863
Fort Washington Investment Advisors
Ohio
$379K
CWM
864
Cordatus Wealth Management
Pennsylvania
$377K
BFA
865
Beaumont Financial Advisors
Massachusetts
$377K
ONST
866
Old North State Trust
North Carolina
$372K
LKIM
867
Lawson Kroeker Investment Management
Nebraska
$372K
DCA
868
DSG Capital Advisors
Minnesota
$371K
AIA
869
AIMZ Investment Advisors
California
$371K
PA
870
PFG Advisors
Arizona
$370K
RDWM
871
Red Door Wealth Management
Tennessee
$370K
DAS
872
Diversify Advisory Services
Utah
$368K
NA
873
Nautilus Advisors
California
$368K
TAM
874
Titleist Asset Management
Texas
$367K
FCA
875
FLC Capital Advisors
California
$364K