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
MOS
1001
MGO One Seven
Ohio
$265K
SG
1002
StoneX Group
New York
$264K
WDC
1003
Woodward Diversified Capital
California
$264K
CD
1004
Chapin Davis
Maryland
$262K
WWWM
1005
White Wing Wealth Management
Texas
$260K
KA
1006
Kozak & Associates
Colorado
$259K
SWM
1007
Shepherd Wealth Management
Ohio
$259K
AW
1008
Alteri Wealth
California
$258K
PCM
1009
Parsons Capital Management
Rhode Island
$257K
CPW
1010
Cove Private Wealth
New York
$257K
HWA
1011
HCR Wealth Advisors
California
$257K
FFS
1012
Founders Financial Securities
Maryland
$257K
CCWM
1013
Cassaday & Co Wealth Management
Virginia
$257K
SP
1014
Successful Portfolios
Florida
$255K
PHS
1015
Pekin Hardy Strauss
Illinois
$254K
CFS
1016
CRA Financial Services
New Jersey
$254K
SPWG
1017
Syntegra Private Wealth Group
Missouri
$252K
KMWM
1018
Keudell/Morrison Wealth Management
Oregon
$252K
DWM
1019
Diversify Wealth Management
Utah
$252K
IIC
1020
Integrated Investment Consultants
Michigan
$252K
TWP
1021
Tyche Wealth Partners
Texas
$251K
NAM
1022
NorthCrest Asset Manangement
Minnesota
$249K
GP
1023
Greenline Partners
New York
$249K
WAM
1024
Weinberger Asset Management
California
$248K
PWP
1025
Phillips Wealth Planners
Mississippi
$248K