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
TCM
1051
Tandem Capital Management
New Jersey
$230K
FCBT
1052
First Citizens Bank & Trust
North Carolina
$229K
BAM
1053
Belpointe Asset Management
Nevada
$229K
FPL
1054
Fortress Private Ledger
North Carolina
$228K
CWS
1055
Confluence Wealth Services
Pennsylvania
$228K
RBFC
1056
Roman Butler Fullerton & Co
Missouri
$228K
BLFG
1057
Brian Low Financial Group
Louisiana
$227K
CLOS
1058
Compagnie Lombard Odier SCmA
Switzerland
$227K
FB
1059
Fulton Bank
Pennsylvania
$226K
GFG
1060
Goldstone Financial Group
Illinois
$226K
SIA
1061
SeaBridge Investment Advisors
New Jersey
$225K
HIS
1062
Harvest Investment Services
Illinois
$225K
GLLW
1063
Graves Light Lenhart Wealth
Virginia
$225K
AIC
1064
Archer Investment Corporation
Indiana
$225K
WRPWM
1065
Werba Rubin Papier Wealth Management
California
$224K
TCM
1066
Tufton Capital Management
Maryland
$224K
ZI
1067
ZEGA Investments
Florida
$224K
TIM
1068
Thompson Investment Management
Wisconsin
$224K
EWA
1069
Evolution Wealth Advisors
Florida
$224K
CV
1070
Counterweight Ventures
North Carolina
$224K
PFSC
1071
Peoples Financial Services Corp
Pennsylvania
$222K
FWM
1072
FMB Wealth Management
California
$222K
AWM
1073
Arista Wealth Management
Nevada
$221K
FFP
1074
FourThought Financial Partners
Florida
$221K
RC
1075
Roundview Capital
New Jersey
$221K