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
ANBT
1176
American National Bank & Trust
Texas
$77.5K
GSWM
1177
Golden State Wealth Management
California
$77.1K
SC
1178
Sawyer & Company
Massachusetts
$75K
RF
1179
Roxbury Financial
New Jersey
$74.2K
TPWA
1180
Twin Peaks Wealth Advisors
California
$67.1K
NC
1181
North Capital
Utah
$67K
BC
1182
Barrett & Company
Rhode Island
$67K
FC
1183
Fairscale Capital
New Hampshire
$66.4K
PWA
1184
Physician Wealth Advisors
Utah
$65.6K
ADL
1185
Asset Dedication LLC
California
$65.3K
AWM
1186
Accredited Wealth Management
Kentucky
$63.4K
CPG
1187
Cornerstone Planning Group
New Jersey
$62.8K
SWA
1188
SOA Wealth Advisors
New York
$58.9K
GKIM
1189
GW&K Investment Management
Massachusetts
$57K
FCMT
1190
Founders Capital Management (Texas)
Texas
$54.2K
AAG
1191
Armstrong Advisory Group
Massachusetts
$53.3K
TC
1192
Tacita Capital
Ontario, Canada
$53K
MSFP
1193
Mark Sheptoff Financial Planning
Connecticut
$52.8K
TFM
1194
TFC Financial Management
Massachusetts
$52.2K
SO
1195
Sierra Ocean
California
$52.1K
WB
1196
Webster Bank
Connecticut
$52K
PWAM
1197
Private Wealth Asset Management
Iowa
$51.2K
CSC
1198
Caldwell Sutter Capital
California
$51.1K
VWM
1199
Vermillion Wealth Management
Minnesota
$50.8K
HBW
1200
Hazlett, Burt & Watson
West Virginia
$50K