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
WG
1001
Welch Group
Alabama
$272K
PCM
1002
Park Capital Management
Wisconsin
$272K
AAP
1003
Arax Advisory Partners
Colorado
$272K
CFG
1004
Cooper Financial Group
California
$271K
SC
1005
Sepio Capital
Utah
$268K
SC
1006
Saturna Capital
Washington
$268K
EHWM
1007
Eads & Heald Wealth Management
Georgia
$267K
BFG
1008
Berger Financial Group
Minnesota
$266K
IAMOG
1009
Investors Asset Management of Georgia
Georgia
$266K
MOS
1010
MGO One Seven
Ohio
$265K
SG
1011
StoneX Group
New York
$264K
WDC
1012
Woodward Diversified Capital
California
$264K
CD
1013
Chapin Davis
Maryland
$262K
WWWM
1014
White Wing Wealth Management
Texas
$260K
KA
1015
Kozak & Associates
Colorado
$259K
SWM
1016
Shepherd Wealth Management
Ohio
$259K
AW
1017
Alteri Wealth
California
$258K
PCM
1018
Parsons Capital Management
Rhode Island
$257K
CPW
1019
Cove Private Wealth
New York
$257K
HWA
1020
HCR Wealth Advisors
California
$257K
FFS
1021
Founders Financial Securities
Maryland
$257K
CCWM
1022
Cassaday & Co Wealth Management
Virginia
$257K
SP
1023
Successful Portfolios
Florida
$255K
PHS
1024
Pekin Hardy Strauss
Illinois
$254K
CFS
1025
CRA Financial Services
New Jersey
$254K