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 %
WDC
1001
Woodward Diversified Capital
California
$264K +$47.1K +669 +22%
CD
1002
Chapin Davis
Maryland
$262K +$211 +3 +0.1%
WWWM
1003
White Wing Wealth Management
Texas
$260K +$260K +3,692 New
KA
1004
Kozak & Associates
Colorado
$259K +$72 +1 +0%
SWM
1005
Shepherd Wealth Management
Ohio
$259K +$259K +3,600 New
AW
1006
Alteri Wealth
California
$258K +$258K +3,660 New
PCM
1007
Parsons Capital Management
Rhode Island
$257K -$115K -1,628 -31%
CPW
1008
Cove Private Wealth
New York
$257K +$257K +3,655 New
HWA
1009
HCR Wealth Advisors
California
$257K
FFS
1010
Founders Financial Securities
Maryland
$257K -$497K -7,052 -66%
CCWM
1011
Cassaday & Co Wealth Management
Virginia
$257K -$9.51K -135 -4%
SP
1012
Successful Portfolios
Florida
$255K -$6.83K -97 -3%
PHS
1013
Pekin Hardy Strauss
Illinois
$254K
CFS
1014
CRA Financial Services
New Jersey
$254K
SPWG
1015
Syntegra Private Wealth Group
Missouri
$252K +$252K +3,586 New
KMWM
1016
Keudell/Morrison Wealth Management
Oregon
$252K
DWM
1017
Diversify Wealth Management
Utah
$252K +$6.07K +84 +2%
IIC
1018
Integrated Investment Consultants
Michigan
$252K -$8.1K -115 -3%
TWP
1019
Tyche Wealth Partners
Texas
$251K -$7.32K -104 -3%
NAM
1020
NorthCrest Asset Manangement
Minnesota
$249K -$178K -2,479 -42%
GP
1021
Greenline Partners
New York
$249K +$7.75K +110 +3%
WAM
1022
Weinberger Asset Management
California
$248K
PWP
1023
Phillips Wealth Planners
Mississippi
$248K -$25.7K -360 -9%
GWMR
1024
GC Wealth Management RIA
Massachusetts
$247K +$9.01K +128 +4%
FCMC
1025
Founders Capital Management (Connecticut)
Connecticut
$246K