1,367 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: 1,3891,367 (-22)

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
1,367
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
JWA
876
JFS Wealth Advisors
Pennsylvania
$361K
PCS
877
Personal CFO Solutions
New Jersey
$360K
RC
878
Rahlfs Capital
Texas
$360K
CC
879
Chicago Capital
Illinois
$359K
CA
880
Cullinan Associates
Kentucky
$359K
LCM
881
Lunt Capital Management
Utah
$359K
WSC
882
Wellington Shields & Co
New York
$357K
Fiera Capital (Canada)
883
Fiera Capital (Canada)
Quebec, Canada
$356K
IWA
884
Icon Wealth Advisors
Texas
$355K
AOWM
885
Alpha Omega Wealth Management
Virginia
$355K
LIA
886
Lynx Investment Advisory
District of Columbia
$353K
CCC
887
Chelsea Counsel Company
California
$353K
CI
888
Corient IA
Florida
$352K
SDJVC
889
St. Denis J. Villere & Co
Louisiana
$352K
HJGA
890
Hardman Johnston Global Advisors
Connecticut
$352K
VM
891
VPR Management
Texas
$352K
JIC
892
Joel Isaacson & Co
New York
$352K
EW
893
Element Wealth
Mississippi
$352K
SAIG
894
Semper Augustus Investments Group
Colorado
$350K
GSB
895
Greenfield Savings Bank
Massachusetts
$349K
LF
896
Lantz Financial
Illinois
$349K
I2I
897
Insight 2811 Inc
Illinois
$349K
ACM
898
Advisors Capital Management
New Jersey
$348K
SSC
899
Syverson Strege & Co
Iowa
$347K
RSWM
900
Robertson Stephens Wealth Management
California
$347K