1,369 hedge funds and large institutions have $25.6B invested in Shell in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 497 increasing their positions, 454 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+38
Holders Change %
+2.85%
% of All Funds
19.91%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.48%
New
123
Increased
497
Reduced
454
Closed
63
Calls
$950M
Puts
$448M
Net Calls
+$502M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
1101
RFP Financial Group
Georgia
$224K +$1.23K +17 +0.5%
WPW
1102
Warther Private Wealth
Ohio
$224K +$224K +3,099 New
TTWM
1103
TCV Trust & Wealth Management
Virginia
$224K
RI
1104
Redwood Investments
Massachusetts
$223K
CCWM
1105
Cassaday & Co Wealth Management
Virginia
$222K +$222K +3,078 New
BIG
1106
Builder Investment Group
Georgia
$221K
BWM
1107
Birchcreek Wealth Management
Ohio
$220K +$220K +3,052 New
UCB
1108
United Community Bank
South Carolina
$220K -$19.1K -265 -8%
GIA
1109
Gladstone Institutional Advisory
Florida
$219K +$219K +3,040 New
ZF
1110
Zega Financial
Florida
$219K +$219K +3,040 New
JWA
1111
JFS Wealth Advisors
Pennsylvania
$219K -$938 -13 -0.4%
WTA
1112
Washington Trust Advisors
Massachusetts
$219K
HI
1113
Hudock Inc
Pennsylvania
$219K +$219K +3,027 New
AC
1114
Addison Capital
Pennsylvania
$218K +$218K +3,023 New
OPWM
1115
Oxinas Partners Wealth Management
Indiana
$218K +$217 +3 +0.1%
SWS
1116
SYSTM Wealth Solutions
Illinois
$218K -$586K -8,118 -73%
OP
1117
ORG Partners
Indiana
$217K +$7.8K +107 +4%
IA
1118
IFG Advisory
Georgia
$217K +$217K +3,001 New
Bank of Nova Scotia
1119
Bank of Nova Scotia
Ontario, Canada
$217K
CIA
1120
Cascade Investment Advisors
Oregon
$217K
TA
1121
Teramo Advisors
Florida
$217K
AWM
1122
Ameliora Wealth Management
Switzerland
$217K
WI
1123
Wedgewood Investors
Pennsylvania
$217K +$217K +3,000 New
RA
1124
Riversedge Advisors
Delaware
$216K +$216K +2,988 New
MP
1125
McDonald Partners
Ohio
$216K