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
HBW
1201
Hazlett, Burt & Watson
West Virginia
$50K
FG
1202
Fairman Group
Pennsylvania
$48.5K
FDW
1203
Fourth Dimension Wealth
Ohio
$48K
CTA
1204
Colonial Trust Advisors
South Carolina
$47.4K
RMC
1205
Resources Management Corp
Connecticut
$47K
MA
1206
MCF Advisors
Kentucky
$46.6K
LI
1207
LRI Investments
Florida
$46K
RTL
1208
Red Tortoise LLC
Georgia
$42.8K
LB
1209
Legacy Bridge
Iowa
$42.2K
Zurich Cantonal Bank
1210
Zurich Cantonal Bank
Switzerland
$41.3K
TCM
1211
TD Capital Management
Tennessee
$41K
FNWA
1212
Financial Network Wealth Advisors
Utah
$40.8K
MEG
1213
Millstone Evans Group
Colorado
$40.5K
FMTCOCP
1214
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K
MCM
1215
Manchester Capital Management
Vermont
$39.8K
GWS
1216
Greykasell Wealth Strategies
California
$36.8K
CVM
1217
Cheviot Value Management
California
$35.8K
TIM
1218
Tortoise Investment Management
New York
$35.8K
KFI
1219
Key Financial Inc
Pennsylvania
$35.4K
OPTFSNA
1220
Old Point Trust & Financial Services N A
Virginia
$35.2K
FPF
1221
First Pacific Financial
Washington
$35.2K
HIA
1222
Harbor Investment Advisory
Maryland
$34.7K
SL
1223
Salomon & Ludwin
Virginia
$34.7K
FGA
1224
Fortis Group Advisors
New Jersey
$34.6K
T
1225
Transce3nd
Texas
$34.4K