1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.26%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
FPL
1051
Fortress Private Ledger
North Carolina
$228K +$228K +3,243 New
CWS
1052
Confluence Wealth Services
Pennsylvania
$228K -$32.2K -457 -12%
RBFC
1053
Roman Butler Fullerton & Co
Missouri
$228K -$1.8K -25 -0.8%
BLFG
1054
Brian Low Financial Group
Louisiana
$227K +$227K +3,230 New
CLOS
1055
Compagnie Lombard Odier SCmA
Switzerland
$227K -$162K -2,300 -42%
FB
1056
Fulton Bank
Pennsylvania
$226K -$54.6K -776 -19%
GFG
1057
Goldstone Financial Group
Illinois
$226K -$11.7K -163 -5%
SIA
1058
SeaBridge Investment Advisors
New Jersey
$225K
HIS
1059
Harvest Investment Services
Illinois
$225K -$141 -2 -0.1%
GLLW
1060
Graves Light Lenhart Wealth
Virginia
$225K
AIC
1061
Archer Investment Corporation
Indiana
$225K +$493 +7 +0.2%
WRPWM
1062
Werba Rubin Papier Wealth Management
California
$224K +$4.08K +58 +2%
TCM
1063
Tufton Capital Management
Maryland
$224K -$31.2K -445 -12%
ZI
1064
ZEGA Investments
Florida
$224K +$986 +14 +0.4%
TIM
1065
Thompson Investment Management
Wisconsin
$224K
CV
1066
Counterweight Ventures
North Carolina
$224K
EWA
1067
Evolution Wealth Advisors
Florida
$224K
PFSC
1068
Peoples Financial Services Corp
Pennsylvania
$222K
FWM
1069
FMB Wealth Management
California
$222K
AWM
1070
Arista Wealth Management
Nevada
$221K +$221K +3,142 New
FFP
1071
FourThought Financial Partners
Florida
$221K +$9.15K +130 +4%
RC
1072
Roundview Capital
New Jersey
$221K -$4.72K -67 -2%
MCM
1073
M1 Capital Management
Michigan
$221K +$12K +171 +6%
RIA
1074
Retirement Investment Advisors
Oklahoma
$220K +$13.2K +187 +6%
HS
1075
Horan Securities
United States
$219K +$5.56K +79 +3%