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
FFP
1076
FourThought Financial Partners
Florida
$221K
RC
1077
Roundview Capital
New Jersey
$221K
MCM
1078
M1 Capital Management
Michigan
$221K
RIA
1079
Retirement Investment Advisors
Oklahoma
$220K
HS
1080
Horan Securities
United States
$219K
WTA
1081
Washington Trust Advisors
Massachusetts
$219K
EBSAM
1082
Eubel Brady & Suttman Asset Management
Ohio
$219K
ACA
1083
Atlas Capital Advisors
Wyoming
$219K
AF
1084
Advisornet Financial
Minnesota
$219K
WPW
1085
Warther Private Wealth
Ohio
$218K
AA
1086
Armis Advisers
Georgia
$218K
SWA
1087
SFMG Wealth Advisors
Texas
$217K
LW
1088
Linscomb Wealth
Texas
$217K
SFI
1089
SPC Financial Inc
Maryland
$217K
APG
1090
Abacus Planning Group
South Carolina
$216K
RF
1091
RHS Financial
California
$216K
TTWM
1092
TCV Trust & Wealth Management
Virginia
$216K
CSPIA
1093
Cary Street Partners Investment Advisory
Virginia
$216K
1SB
1094
1ST Source Bank
Indiana
$215K
OPWM
1095
Oxinas Partners Wealth Management
Indiana
$213K
BWP
1096
Barlow Wealth Partners
Kentucky
$213K
SIG
1097
Sargent Investment Group
Maryland
$213K
AP
1098
Appleton Partners
Massachusetts
$213K
CWP
1099
CFM Wealth Partners
Texas
$213K
BFGL
1100
BIRCH FINANCIAL GROUP, LLC
New Hampshire
$212K