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
AWP
976
Accretive Wealth Partners
New Jersey
$282K
AIM
977
Avity Investment Management
Connecticut
$281K
UPS
978
UHLMANN PRICE SECURITIES
Illinois
$281K
ETS
979
ESL Trust Services
New York
$281K
JCM
980
Jacobi Capital Management
Pennsylvania
$280K
QIM
981
Quantitative Investment Management
Virginia
$280K
RA
982
Riversedge Advisors
Delaware
$280K
BCP
983
Blue Chip Partners
Michigan
$279K
TF
984
Trek Financial
Arizona
$279K
CMMS
985
Comprehensive Money Management Services
Florida
$279K
BBA
986
Braun-Bostich & Associates
Pennsylvania
$278K
PAM
987
Palisade Asset Management
Minnesota
$276K
WPW
988
Waldron Private Wealth
Pennsylvania
$276K
NRC
989
New Republic Capital
North Carolina
$276K
MSAM
990
Moloney Securities Asset Management
Missouri
$275K
NGA
991
Naples Global Advisors
Florida
$275K
WG
992
Welch Group
Alabama
$272K
PCM
993
Park Capital Management
Wisconsin
$272K
AAP
994
Arax Advisory Partners
Colorado
$272K
CFG
995
Cooper Financial Group
California
$271K
SC
996
Sepio Capital
Utah
$268K
SC
997
Saturna Capital
Washington
$268K
EHWM
998
Eads & Heald Wealth Management
Georgia
$267K
BFG
999
Berger Financial Group
Minnesota
$266K
IAMOG
1000
Investors Asset Management of Georgia
Georgia
$266K