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
BCFD
1151
Boit C.F. David
$141K
OC
1152
Oakworth Capital
Alabama
$136K
GBT
1153
Grove Bank & Trust
Florida
$133K
TLA
1154
Tanglewood Legacy Advisors
Texas
$133K
PB
1155
Pinnacle Bancorp
Nebraska
$132K
WCM
1156
Westend Capital Management
California
$131K
TCM
1157
Traub Capital Management
Massachusetts
$123K
AWM
1158
Ameliora Wealth Management
Switzerland
$121K
OWA
1159
Opal Wealth Advisors
New York
$116K
WCM
1160
Winthrop Capital Management
Indiana
$114K
GM
1161
GeoWealth Management
Illinois
$113K
CBT
1162
Crews Bank & Trust
Florida
$109K
ITIM
1163
Indiana Trust & Investment Management
Indiana
$107K
RF
1164
Rossby Financial
Florida
$103K
CA
1165
CoreCap Advisors
Michigan
$103K
BL
1166
BFSG LLC
California
$102K
WBC
1167
West Branch Capital
Massachusetts
$101K
TFGT
1168
TS Financial Group (TSFG)
Illinois
$101K
FCAS
1169
First Command Advisory Services
Texas
$97.1K
Fidelity International
1170
Fidelity International
Bermuda
$93.8K
AEPWM
1171
Atlantic Edge Private Wealth Management
Florida
$91.5K
NC
1172
NewSquare Capital
Pennsylvania
$90.3K
CSB
1173
City State Bank
Iowa
$90.3K
USB
1174
Union Savings Bank
Connecticut
$90.2K
CT
1175
Colonial Trust
South Carolina
$89.1K