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
SPWG
1026
Syntegra Private Wealth Group
Missouri
$252K
KMWM
1027
Keudell/Morrison Wealth Management
Oregon
$252K
DWM
1028
Diversify Wealth Management
Utah
$252K
IIC
1029
Integrated Investment Consultants
Michigan
$252K
TWP
1030
Tyche Wealth Partners
Texas
$251K
NAM
1031
NorthCrest Asset Manangement
Minnesota
$249K
GP
1032
Greenline Partners
New York
$249K
WAM
1033
Weinberger Asset Management
California
$248K
PWP
1034
Phillips Wealth Planners
Mississippi
$248K
GWMR
1035
GC Wealth Management RIA
Massachusetts
$247K
FCMC
1036
Founders Capital Management (Connecticut)
Connecticut
$246K
PMA
1037
Prudent Man Advisors
Illinois
$246K
1CP
1038
17 Capital Partners
Arizona
$244K
BBA
1039
BLB&B Advisors
Pennsylvania
$244K
SOS
1040
Silver Oak Securities
Tennessee
$243K
TLP
1041
Trinity Legacy Partners
Texas
$243K
HA
1042
Helium Advisors
Washington
$243K
JPWM
1043
Jamison Private Wealth Management
Georgia
$243K
CPIG
1044
Chicago Partners Investment Group
Illinois
$242K
CCG
1045
Cypress Capital Group
Florida
$239K
HPC
1046
HM Payson & Co
Maine
$239K
BAM
1047
Berkshire Asset Management
Pennsylvania
$238K
TFP
1048
Triune Financial Partners
Kansas
$237K
GSEP
1049
Golden State Equity Partners
California
$236K
PCA
1050
Purkiss Capital Advisors
Connecticut
$235K