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
WAM
1026
Weinberger Asset Management
California
$248K
PWP
1027
Phillips Wealth Planners
Mississippi
$248K
GWMR
1028
GC Wealth Management RIA
Massachusetts
$247K
FCMC
1029
Founders Capital Management (Connecticut)
Connecticut
$246K
PMA
1030
Prudent Man Advisors
Illinois
$246K
1CP
1031
17 Capital Partners
Arizona
$244K
BBA
1032
BLB&B Advisors
Pennsylvania
$244K
SOS
1033
Silver Oak Securities
Tennessee
$243K
TLP
1034
Trinity Legacy Partners
Texas
$243K
HA
1035
Helium Advisors
Washington
$243K
JPWM
1036
Jamison Private Wealth Management
Georgia
$243K
CPIG
1037
Chicago Partners Investment Group
Illinois
$242K
CCG
1038
Cypress Capital Group
Florida
$239K
HPC
1039
HM Payson & Co
Maine
$239K
BAM
1040
Berkshire Asset Management
Pennsylvania
$238K
TFP
1041
Triune Financial Partners
Kansas
$237K
GSEP
1042
Golden State Equity Partners
California
$236K
PCA
1043
Purkiss Capital Advisors
Connecticut
$235K
TIM
1044
Tevis Investment Management
Texas
$234K
MBTD
1045
Mechanics Bank - Trust Department
California
$234K
HI
1046
Horizon Investments
North Carolina
$233K
CG
1047
Clarus Group
Texas
$233K
CA
1048
Cache Advisors
California
$233K
MP
1049
McDonald Partners
Ohio
$232K
FG
1050
Fiduciary Group
Georgia
$231K