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
ZI
1076
ZEGA Investments
Florida
$224K
TIM
1077
Thompson Investment Management
Wisconsin
$224K
EWA
1078
Evolution Wealth Advisors
Florida
$224K
CV
1079
Counterweight Ventures
North Carolina
$224K
PFSC
1080
Peoples Financial Services Corp
Pennsylvania
$222K
FWM
1081
FMB Wealth Management
California
$222K
AWM
1082
Arista Wealth Management
Nevada
$221K
FFP
1083
FourThought Financial Partners
Florida
$221K
RC
1084
Roundview Capital
New Jersey
$221K
MCM
1085
M1 Capital Management
Michigan
$221K
RIA
1086
Retirement Investment Advisors
Oklahoma
$220K
HS
1087
Horan Securities
United States
$219K
WTA
1088
Washington Trust Advisors
Massachusetts
$219K
EBSAM
1089
Eubel Brady & Suttman Asset Management
Ohio
$219K
ACA
1090
Atlas Capital Advisors
Wyoming
$219K
AF
1091
Advisornet Financial
Minnesota
$219K
WPW
1092
Warther Private Wealth
Ohio
$218K
AA
1093
Armis Advisers
Georgia
$218K
SWA
1094
SFMG Wealth Advisors
Texas
$217K
LW
1095
Linscomb Wealth
Texas
$217K
SFI
1096
SPC Financial Inc
Maryland
$217K
APG
1097
Abacus Planning Group
South Carolina
$216K
RF
1098
RHS Financial
California
$216K
TTWM
1099
TCV Trust & Wealth Management
Virginia
$216K
CSPIA
1100
Cary Street Partners Investment Advisory
Virginia
$216K