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
IAIM
926
International Assets Investment Management
Florida
$331K
PCMK
927
Paragon Capital Management (Kansas)
Kansas
$330K
UCB
928
United Community Bank
South Carolina
$329K
GIP
929
Granite Investment Partners
California
$328K
KIA
930
KCM Investment Advisors
California
$327K
RCAG
931
Rehmann Capital Advisory Group
Michigan
$326K
PAM
932
Parvin Asset Management
South Dakota
$326K
BL
933
Balentine LLC
Georgia
$326K
EFS
934
Essex Financial Services
Connecticut
$325K
AA
935
Ancora Advisors
Ohio
$324K
AA
936
Argent Advisors
Louisiana
$322K
CAM
937
Carret Asset Management
New York
$319K
VIPI
938
Vista Investment Partners II
Indiana
$319K
DJSG
939
D.J. St. Germain
Massachusetts
$319K
KCFA
940
Key Client Fiduciary Advisors
New Jersey
$318K
TW
941
Traveka Wealth
California
$318K
MGIA
942
Moneta Group Investment Advisors
Missouri
$318K
CP
943
Canopy Partners
Ohio
$318K
SA
944
Strategic Advisors
New York
$317K
PGF
945
Plan Group Financial
Oklahoma
$315K
RFN
946
RDA Financial Network
Iowa
$314K
FFC
947
First Financial Corp
Indiana
$313K
GC
948
Grange Capital
Oregon
$311K
SA
949
Sovran Advisors
California
$311K
CTC
950
Cetera Trust Company
Minnesota
$309K