1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.25%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
951
Ransom Advisory
Rhode Island
$300K +$300K +4,261 New
SDAM
952
Shulman DeMeo Asset Management
New York
$300K -$8.52K -121 -3%
TCB
953
Texas Capital Bancshares
Texas
$299K
SFO
954
Stokes Family Office
Louisiana
$298K +$915 +13 +0.3%
NAS
955
NWF Advisory Services
California
$297K +$297K +4,222 New
GWP
956
Gateway Wealth Partners
Wisconsin
$296K +$6.55K +93 +2%
DTC
957
Davidson Trust Company
Washington
$294K -$28.2K -400 -9%
SWMP
958
Signature Wealth Management Partners
New Jersey
$293K
JWCA
959
J.W. Coons Advisors
Ohio
$293K
SWA
960
Sax Wealth Advisors
New Jersey
$293K -$14.4K -204 -5%
AWM
961
AllSquare Wealth Management
New York
$292K +$81K +1,150 +38%
TP
962
Tranquility Partners
Tennessee
$291K
DA
963
Doliver Advisors
Texas
$291K
FG
964
Foster Group
Iowa
$291K +$7.6K +108 +3%
LI
965
Lafayette Investments
Maryland
$289K +$7.25K +103 +3%
BCM
966
Brookstone Capital Management
Illinois
$287K +$23K +327 +9%
BA
967
Ballew Advisors
Mississippi
$287K +$288 +4 +0.1%
AWM
968
Angeles Wealth Management
California
$287K -$49.9K -709 -15%
IAP
969
Indie Asset Partners
Indiana
$286K -$21.3K -302 -7%
GF
970
Goodman Financial
Texas
$285K +$30.1K +428 +12%
FMP
971
Financial Management Professionals
Texas
$284K +$1.34K +19 +0.5%
OFS
972
OneAscent Financial Services
Alabama
$283K -$270K -3,823 -49%
NCM
973
Northside Capital Management
Oregon
$282K +$282K +4,010 New
AWP
974
Accretive Wealth Partners
New Jersey
$282K
AIM
975
Avity Investment Management
Connecticut
$281K