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
WI
1101
Wedgewood Investors
Pennsylvania
$211K
LFS
1102
Leibman Financial Services
Nebraska
$210K
NFG
1103
Nations Financial Group
Iowa
$210K
CWA
1104
Choice Wealth Advisors
Maine
$210K
SBWIC
1105
Schaper Benz & Wise Investment Counsel
Wisconsin
$209K
LPT
1106
Legacy Private Trust
Wisconsin
$209K
AC
1107
Addison Capital
Pennsylvania
$208K
DSC
1108
Duncker Streett & Co
Missouri
$208K
NRWA
1109
North Ridge Wealth Advisors
Oregon
$208K
MMPW
1110
Mitchell McLeod Pugh & Williams
Alabama
$208K
IA
1111
IFG Advisory
Georgia
$208K
GIP
1112
Greatmark Investment Partners
Georgia
$207K
MA
1113
MKT Advisors
California
$206K
CNBT
1114
Canandaigua National Bank & Trust
New York
$206K
Squarepoint
1115
Squarepoint
New York
$203K
SCM
1116
Stonebridge Capital Management
California
$202K
CC
1117
Centiva Capital
New York
$202K
NSAM
1118
North Star Asset Management
Wisconsin
$202K
KA
1119
Klingman & Associates
New York
$202K
SI
1120
Seeds Investor
New York
$201K
VWM
1121
Venturi Wealth Management
Texas
$201K
TC
1122
Trust Company
Kansas
$197K
OWP
1123
ORG Wealth Partners
Texas
$194K
RTC
1124
Riverview Trust Company
Washington
$185K
CHC
1125
City Holding Co
West Virginia
$181K