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
RDWM
876
Red Door Wealth Management
Tennessee
$370K
DAS
877
Diversify Advisory Services
Utah
$368K
NA
878
Nautilus Advisors
California
$368K
TAM
879
Titleist Asset Management
Texas
$367K
FCA
880
FLC Capital Advisors
California
$364K
PP
881
PFS Partners
New Jersey
$363K
VIP
882
Vista Investment Partners
Oklahoma
$363K
JWA
883
JFS Wealth Advisors
Pennsylvania
$361K
PCS
884
Personal CFO Solutions
New Jersey
$360K
RC
885
Rahlfs Capital
Texas
$360K
CC
886
Chicago Capital
Illinois
$359K
CA
887
Cullinan Associates
Kentucky
$359K
LCM
888
Lunt Capital Management
Utah
$359K
WSC
889
Wellington Shields & Co
New York
$357K
Fiera Capital (Canada)
890
Fiera Capital (Canada)
Quebec, Canada
$356K
IWA
891
Icon Wealth Advisors
Texas
$355K
AOWM
892
Alpha Omega Wealth Management
Virginia
$355K
LIA
893
Lynx Investment Advisory
District of Columbia
$353K
CCC
894
Chelsea Counsel Company
California
$353K
SDJVC
895
St. Denis J. Villere & Co
Louisiana
$352K
CI
896
Corient IA
Florida
$352K
HJGA
897
Hardman Johnston Global Advisors
Connecticut
$352K
VM
898
VPR Management
Texas
$352K
JIC
899
Joel Isaacson & Co
New York
$352K
EW
900
Element Wealth
Mississippi
$352K