1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.26%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
1176
Twin Peaks Wealth Advisors
California
$67.1K +$67.1K +928 New
BC
1177
Barrett & Company
Rhode Island
$67K
NC
1178
North Capital
Utah
$67K
FC
1179
Fairscale Capital
New Hampshire
$66.4K +$33.9K +470 +104%
PWA
1180
Physician Wealth Advisors
Utah
$65.6K +$4.01K +57 +7%
ADL
1181
Asset Dedication LLC
California
$65.3K
AWM
1182
Accredited Wealth Management
Kentucky
$63.4K
CPG
1183
Cornerstone Planning Group
New Jersey
$62.8K +$8.61K +119 +16%
SWA
1184
SOA Wealth Advisors
New York
$58.9K
GKIM
1185
GW&K Investment Management
Massachusetts
$57K
FCMT
1186
Founders Capital Management (Texas)
Texas
$54.2K
AAG
1187
Armstrong Advisory Group
Massachusetts
$53.3K -$23.5K -334 -31%
TC
1188
Tacita Capital
Ontario, Canada
$53K +$30.3K +430 +133%
MSFP
1189
Mark Sheptoff Financial Planning
Connecticut
$52.8K
TFM
1190
TFC Financial Management
Massachusetts
$52.2K
SO
1191
Sierra Ocean
California
$52.1K +$6.77K +96 +15%
WB
1192
Webster Bank
Connecticut
$52K
PWAM
1193
Private Wealth Asset Management
Iowa
$51.2K
CSC
1194
Caldwell Sutter Capital
California
$51.1K -$141 -2 -0.3%
VWM
1195
Vermillion Wealth Management
Minnesota
$50.8K +$352 +5 +0.7%
HBW
1196
Hazlett, Burt & Watson
West Virginia
$50K -$5.03K -73 -9%
FG
1197
Fairman Group
Pennsylvania
$48.5K
FDW
1198
Fourth Dimension Wealth
Ohio
$48K
CTA
1199
Colonial Trust Advisors
South Carolina
$47.4K -$185K -2,624 -80%
RMC
1200
Resources Management Corp
Connecticut
$47K