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
PGAM
1176
Princeton Global Asset Management
New Jersey
$87.8K
CAM
1177
Chesapeake Asset Management
New York
$87.7K
MS
1178
Marshall & Sullivan
Washington
$84.5K
IUHSA
1179
Itau Unibanco Holding S.A.
Brazil
$84.4K
BFPW
1180
BOK Financial Private Wealth
Colorado
$83.5K
BFP
1181
Briaud Financial Planning
Texas
$83K
AF
1182
Alerus Financial
North Dakota
$81.9K
CNBTD
1183
Citizens National Bank Trust Department
Mississippi
$80.8K
AW
1184
Avion Wealth
Texas
$80K
PAM
1185
Paradigm Asset Management
New York
$78.7K
CI
1186
CX Institutional
Indiana
$78K
ANBT
1187
American National Bank & Trust
Texas
$77.5K
GSWM
1188
Golden State Wealth Management
California
$77.1K
SC
1189
Sawyer & Company
Massachusetts
$75K
RF
1190
Roxbury Financial
New Jersey
$74.2K
TPWA
1191
Twin Peaks Wealth Advisors
California
$67.1K
NC
1192
North Capital
Utah
$67K
BC
1193
Barrett & Company
Rhode Island
$67K
FC
1194
Fairscale Capital
New Hampshire
$66.4K
PWA
1195
Physician Wealth Advisors
Utah
$65.6K
ADL
1196
Asset Dedication LLC
California
$65.3K
AWM
1197
Accredited Wealth Management
Kentucky
$63.4K
CPG
1198
Cornerstone Planning Group
New Jersey
$62.8K
SWA
1199
SOA Wealth Advisors
New York
$58.9K
GKIM
1200
GW&K Investment Management
Massachusetts
$57K