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
FG
1201
Fairman Group
Pennsylvania
$48.5K
FDW
1202
Fourth Dimension Wealth
Ohio
$48K
CTA
1203
Colonial Trust Advisors
South Carolina
$47.4K
RMC
1204
Resources Management Corp
Connecticut
$47K
MA
1205
MCF Advisors
Kentucky
$46.6K
LI
1206
LRI Investments
Florida
$46K
RTL
1207
Red Tortoise LLC
Georgia
$42.8K
LB
1208
Legacy Bridge
Iowa
$42.2K
Zurich Cantonal Bank
1209
Zurich Cantonal Bank
Switzerland
$41.3K
TCM
1210
TD Capital Management
Tennessee
$41K
FNWA
1211
Financial Network Wealth Advisors
Utah
$40.8K
MEG
1212
Millstone Evans Group
Colorado
$40.5K
FMTCOCP
1213
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K
MCM
1214
Manchester Capital Management
Vermont
$39.8K
GWS
1215
Greykasell Wealth Strategies
California
$36.8K
CVM
1216
Cheviot Value Management
California
$35.8K
TIM
1217
Tortoise Investment Management
New York
$35.8K
KFI
1218
Key Financial Inc
Pennsylvania
$35.4K
OPTFSNA
1219
Old Point Trust & Financial Services N A
Virginia
$35.2K
FPF
1220
First Pacific Financial
Washington
$35.2K
HIA
1221
Harbor Investment Advisory
Maryland
$34.7K
SL
1222
Salomon & Ludwin
Virginia
$34.7K
FGA
1223
Fortis Group Advisors
New Jersey
$34.6K
T
1224
Transce3nd
Texas
$34.4K
DF
1225
Dunhill Financial
United Kingdom
$33.4K