1,369 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, 484 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:

1% less funds holding

Funds holding: 1,3891,369 (-20)

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
1,369
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
CI
1176
CX Institutional
Indiana
$78K
ANBT
1177
American National Bank & Trust
Texas
$77.5K
GSWM
1178
Golden State Wealth Management
California
$77.1K
SC
1179
Sawyer & Company
Massachusetts
$75K
RF
1180
Roxbury Financial
New Jersey
$74.2K
TPWA
1181
Twin Peaks Wealth Advisors
California
$67.1K
BC
1182
Barrett & Company
Rhode Island
$67K
NC
1183
North Capital
Utah
$67K
FC
1184
Fairscale Capital
New Hampshire
$66.4K
PWA
1185
Physician Wealth Advisors
Utah
$65.6K
ADL
1186
Asset Dedication LLC
California
$65.3K
AWM
1187
Accredited Wealth Management
Kentucky
$63.4K
CPG
1188
Cornerstone Planning Group
New Jersey
$62.8K
SWA
1189
SOA Wealth Advisors
New York
$58.9K
GKIM
1190
GW&K Investment Management
Massachusetts
$57K
FCMT
1191
Founders Capital Management (Texas)
Texas
$54.2K
AAG
1192
Armstrong Advisory Group
Massachusetts
$53.3K
TC
1193
Tacita Capital
Ontario, Canada
$53K
MSFP
1194
Mark Sheptoff Financial Planning
Connecticut
$52.8K
TFM
1195
TFC Financial Management
Massachusetts
$52.2K
SO
1196
Sierra Ocean
California
$52.1K
WB
1197
Webster Bank
Connecticut
$52K
PWAM
1198
Private Wealth Asset Management
Iowa
$51.2K
CSC
1199
Caldwell Sutter Capital
California
$51.1K
VWM
1200
Vermillion Wealth Management
Minnesota
$50.8K