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
1SB
1101
1ST Source Bank
Indiana
$215K
OPWM
1102
Oxinas Partners Wealth Management
Indiana
$213K
BWP
1103
Barlow Wealth Partners
Kentucky
$213K
SIG
1104
Sargent Investment Group
Maryland
$213K
AP
1105
Appleton Partners
Massachusetts
$213K
CWP
1106
CFM Wealth Partners
Texas
$213K
BFG
1107
Birch Financial Group
New Hampshire
$212K
Bank of Nova Scotia
1108
Bank of Nova Scotia
Ontario, Canada
$211K
WI
1109
Wedgewood Investors
Pennsylvania
$211K
CIA
1110
Cascade Investment Advisors
Oregon
$211K
TA
1111
Teramo Advisors
Florida
$211K
SLAM
1112
Swiss Life Asset Management
$211K
LFS
1113
Leibman Financial Services
Nebraska
$210K
NFG
1114
Nations Financial Group
Iowa
$210K
CWA
1115
Choice Wealth Advisors
Maine
$210K
SBWIC
1116
Schaper Benz & Wise Investment Counsel
Wisconsin
$209K
LPT
1117
Legacy Private Trust
Wisconsin
$209K
AC
1118
Addison Capital
Pennsylvania
$208K
DSC
1119
Duncker Streett & Co
Missouri
$208K
NRWA
1120
North Ridge Wealth Advisors
Oregon
$208K
MMPW
1121
Mitchell McLeod Pugh & Williams
Alabama
$208K
IA
1122
IFG Advisory
Georgia
$208K
GIP
1123
Greatmark Investment Partners
Georgia
$207K
MA
1124
MKT Advisors
California
$206K
CNBT
1125
Canandaigua National Bank & Trust
New York
$206K