1,371 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, 484 increasing their positions, 505 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:

1% less funds holding

Funds holding: 1,3911,371 (-20)

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
1,371
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
BFG
1001
Berger Financial Group
Minnesota
$266K
IAMOG
1002
Investors Asset Management of Georgia
Georgia
$266K
MOS
1003
MGO One Seven
Ohio
$265K
SG
1004
StoneX Group
New York
$264K
WDC
1005
Woodward Diversified Capital
California
$264K
CD
1006
Chapin Davis
Maryland
$262K
WWWM
1007
White Wing Wealth Management
Texas
$260K
KA
1008
Kozak & Associates
Colorado
$259K
SWM
1009
Shepherd Wealth Management
Ohio
$259K
AW
1010
Alteri Wealth
California
$258K
PCM
1011
Parsons Capital Management
Rhode Island
$257K
CPW
1012
Cove Private Wealth
New York
$257K
HWA
1013
HCR Wealth Advisors
California
$257K
FFS
1014
Founders Financial Securities
Maryland
$257K
CCWM
1015
Cassaday & Co Wealth Management
Virginia
$257K
SP
1016
Successful Portfolios
Florida
$255K
PHS
1017
Pekin Hardy Strauss
Illinois
$254K
CFS
1018
CRA Financial Services
New Jersey
$254K
SPWG
1019
Syntegra Private Wealth Group
Missouri
$252K
KMWM
1020
Keudell/Morrison Wealth Management
Oregon
$252K
DWM
1021
Diversify Wealth Management
Utah
$252K
IIC
1022
Integrated Investment Consultants
Michigan
$252K
TWP
1023
Tyche Wealth Partners
Texas
$251K
NAM
1024
NorthCrest Asset Manangement
Minnesota
$249K
GP
1025
Greenline Partners
New York
$249K