1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.25%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
HPG
101
Harvest Portfolios Group
Ontario, Canada
$21.4M -$334K -4,750 -2%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$21.3M +$19.8M +281,211 +1,338%
Optiver Holding
103
Optiver Holding
Netherlands
$21.1M +$21.1M +299,705 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$20.4M +$1.39M +19,773 +7%
CFIA
105
Cantor Fitzgerald Investment Advisors
New York
$20.3M -$42.7K -606 -0.2%
AAIM
106
American Assets Investment Management
California
$20.1M +$4.58M +65,000 +29%
WJA
107
Willis Johnson & Associates
Texas
$20M -$662K -9,405 -3%
Charles Schwab
108
Charles Schwab
California
$19.7M +$1.92M +27,331 +11%
QCM
109
QRG Capital Management
Illinois
$19M +$2.05M +29,064 +12%
ACA
110
Anchor Capital Advisors
Massachusetts
$18.9M +$2.75K +39 +0%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$18.8M -$1.02M -14,467 -5%
SEI Investments
112
SEI Investments
Pennsylvania
$18.7M +$3.41M +48,362 +22%
GD
113
Grandfield & Dodd
New York
$17.7M -$169K -2,399 -0.9%
NEI
114
Northwest & Ethical Investments
Ontario, Canada
$17.6M -$1.85M -26,320 -10%
SC
115
Sapient Capital
Indiana
$17.1M -$140K -1,992 -0.8%
AP
116
Americana Partners
Texas
$16.7M +$137K +1,941 +0.8%
Truist Financial
117
Truist Financial
North Carolina
$16.7M -$706K -10,022 -4%
KFC
118
Klingenstein Fields & Co
New York
$16.7M -$356K -5,062 -2%
DC
119
Davenport & Co
Virginia
$16.3M +$8.03K +114 +0%
1832 Asset Management
120
1832 Asset Management
Ontario, Canada
$16M -$469K -6,659 -3%
LCM
121
Logan Capital Management
Pennsylvania
$16M -$4.47M -63,430 -22%
MNA
122
Manning & Napier Advisors
New York
$15.6M +$5.48M +77,767 +54%
SDIC
123
South Dakota Investment Council
South Dakota
$15.4M +$514K +7,300 +3%
BCM
124
Becker Capital Management
Oregon
$15.1M -$104K -1,482 -0.7%
M&T Bank
125
M&T Bank
New York
$15.1M -$13.4K -190 -0.1%