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
BCM
976
Brookstone Capital Management
Illinois
$287K
BA
977
Ballew Advisors
Mississippi
$287K
AWM
978
Angeles Wealth Management
California
$287K
IAP
979
Indie Asset Partners
Indiana
$286K
GF
980
Goodman Financial
Texas
$285K
FMP
981
Financial Management Professionals
Texas
$284K
OFS
982
OneAscent Financial Services
Alabama
$283K
NCM
983
Northside Capital Management
Oregon
$282K
AWP
984
Accretive Wealth Partners
New Jersey
$282K
AIM
985
Avity Investment Management
Connecticut
$281K
UPS
986
UHLMANN PRICE SECURITIES
Illinois
$281K
ETS
987
ESL Trust Services
New York
$281K
JCM
988
Jacobi Capital Management
Pennsylvania
$280K
QIM
989
Quantitative Investment Management
Virginia
$280K
RA
990
Riversedge Advisors
Delaware
$280K
BCP
991
Blue Chip Partners
Michigan
$279K
TF
992
Trek Financial
Arizona
$279K
CCFCSB
993
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
CMMS
994
Comprehensive Money Management Services
Florida
$279K
BBA
995
Braun-Bostich & Associates
Pennsylvania
$278K
PAM
996
Palisade Asset Management
Minnesota
$276K
WPW
997
Waldron Private Wealth
Pennsylvania
$276K
NRC
998
New Republic Capital
North Carolina
$276K
MSAM
999
Moloney Securities Asset Management
Missouri
$275K
NGA
1000
Naples Global Advisors
Florida
$275K