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
TIM
1051
Tevis Investment Management
Texas
$234K
MBTD
1052
Mechanics Bank - Trust Department
California
$234K
HI
1053
Horizon Investments
North Carolina
$233K
CG
1054
Clarus Group
Texas
$233K
CA
1055
Cache Advisors
California
$233K
MP
1056
McDonald Partners
Ohio
$232K
FG
1057
Fiduciary Group
Georgia
$231K
RP
1058
Riverbridge Partners
Minnesota
$231K
AA
1059
Addison Advisors
Vermont
$231K
TCM
1060
Tandem Capital Management
New Jersey
$230K
FCBT
1061
First Citizens Bank & Trust
North Carolina
$229K
BAM
1062
Belpointe Asset Management
Nevada
$229K
FPL
1063
Fortress Private Ledger
North Carolina
$228K
CWS
1064
Confluence Wealth Services
Pennsylvania
$228K
RBFC
1065
Roman Butler Fullerton & Co
Missouri
$228K
BLFG
1066
Brian Low Financial Group
Louisiana
$227K
CLOS
1067
Compagnie Lombard Odier SCmA
Switzerland
$227K
FB
1068
Fulton Bank
Pennsylvania
$226K
GFG
1069
Goldstone Financial Group
Illinois
$226K
SIA
1070
SeaBridge Investment Advisors
New Jersey
$225K
HIS
1071
Harvest Investment Services
Illinois
$225K
GLLW
1072
Graves Light Lenhart Wealth
Virginia
$225K
AIC
1073
Archer Investment Corporation
Indiana
$225K
WRPWM
1074
Werba Rubin Papier Wealth Management
California
$224K
TCM
1075
Tufton Capital Management
Maryland
$224K