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
CBT
1151
Crews Bank & Trust
Florida
$109K
ITIM
1152
Indiana Trust & Investment Management
Indiana
$107K
RF
1153
Rossby Financial
Florida
$103K
CA
1154
CoreCap Advisors
Michigan
$103K
BL
1155
BFSG LLC
California
$102K
WBC
1156
West Branch Capital
Massachusetts
$101K
TFGT
1157
TS Financial Group (TSFG)
Illinois
$101K
FCAS
1158
First Command Advisory Services
Texas
$97.1K
Fidelity International
1159
Fidelity International
Bermuda
$93.8K
AEPWM
1160
Atlantic Edge Private Wealth Management
Florida
$91.5K
NC
1161
NewSquare Capital
Pennsylvania
$90.3K
CSB
1162
City State Bank
Iowa
$90.3K
USB
1163
Union Savings Bank
Connecticut
$90.2K
CT
1164
Colonial Trust
South Carolina
$89.1K
PGAM
1165
Princeton Global Asset Management
New Jersey
$87.8K
CAM
1166
Chesapeake Asset Management
New York
$87.7K
MS
1167
Marshall & Sullivan
Washington
$84.5K
IUHSA
1168
Itau Unibanco Holding S.A.
Brazil
$84.4K
BFPW
1169
BOK Financial Private Wealth
Colorado
$83.5K
BFP
1170
Briaud Financial Planning
Texas
$83K
AF
1171
Alerus Financial
North Dakota
$81.9K
CNBTD
1172
Citizens National Bank Trust Department
Mississippi
$80.8K
AW
1173
Avion Wealth
Texas
$80K
PAM
1174
Paradigm Asset Management
New York
$78.7K
CI
1175
CX Institutional
Indiana
$78K