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
LCGC
951
Legacy Capital Group California
California
$301K
MIM
952
Marco Investment Management
Georgia
$301K
RA
953
Ransom Advisory
Rhode Island
$300K
SDAM
954
Shulman DeMeo Asset Management
New York
$300K
TCB
955
Texas Capital Bancshares
Texas
$299K
SFO
956
Stokes Family Office
Louisiana
$298K
NAS
957
NWF Advisory Services
California
$297K
GWP
958
Gateway Wealth Partners
Wisconsin
$296K
DTC
959
Davidson Trust Company
Washington
$294K
SWMP
960
Signature Wealth Management Partners
New Jersey
$293K
JWCA
961
J.W. Coons Advisors
Ohio
$293K
SWA
962
Sax Wealth Advisors
New Jersey
$293K
AWM
963
AllSquare Wealth Management
New York
$292K
TP
964
Tranquility Partners
Tennessee
$291K
DA
965
Doliver Advisors
Texas
$291K
FG
966
Foster Group
Iowa
$291K
LI
967
Lafayette Investments
Maryland
$289K
BCM
968
Brookstone Capital Management
Illinois
$287K
BA
969
Ballew Advisors
Mississippi
$287K
AWM
970
Angeles Wealth Management
California
$287K
IAP
971
Indie Asset Partners
Indiana
$286K
GF
972
Goodman Financial
Texas
$285K
FMP
973
Financial Management Professionals
Texas
$284K
OFS
974
OneAscent Financial Services
Alabama
$283K
NCM
975
Northside Capital Management
Oregon
$282K