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
SIC
1126
Salem Investment Counselors
North Carolina
$179K
FPB
1127
First PREMIER Bank
South Dakota
$176K
DAM
1128
Delta Asset Management
Tennessee
$175K
TF
1129
Tompkins Financial
New York
$172K
ECM
1130
Elgethun Capital Management
South Dakota
$171K
ABWM
1131
Alpine Bank Wealth Management
Colorado
$169K
Walleye Capital
1132
Walleye Capital
New York
$167K
HWP
1133
Highline Wealth Partners
California
$166K
FDCP
1134
Foster Dykema Cabot & Partners
Massachusetts
$164K
Nisa Investment Advisors
1135
Nisa Investment Advisors
Missouri
$160K
AG
1136
AmeriFlex Group
Nevada
$160K
WA
1137
Whipplewood Advisors
Colorado
$159K
MIM
1138
MTM Investment Management
South Carolina
$151K
UBP
1139
Union Bancaire Privee
Switzerland
$147K
BCFD
1140
Boit C.F. David
$141K
OC
1141
Oakworth Capital
Alabama
$136K
GBT
1142
Grove Bank & Trust
Florida
$133K
TLA
1143
Tanglewood Legacy Advisors
Texas
$133K
PB
1144
Pinnacle Bancorp
Nebraska
$132K
WCM
1145
Westend Capital Management
California
$131K
TCM
1146
Traub Capital Management
Massachusetts
$123K
AWM
1147
Ameliora Wealth Management
Switzerland
$121K
OWA
1148
Opal Wealth Advisors
New York
$116K
WCM
1149
Winthrop Capital Management
Indiana
$114K
GM
1150
GeoWealth Management
Illinois
$113K