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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$22.2M
TI
102
Tidal Investments
Wisconsin
$21.6M
HPG
103
Harvest Portfolios Group
Ontario, Canada
$21.4M
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$21.3M
Optiver Holding
105
Optiver Holding
Netherlands
$21.1M
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$20.4M
CFIA
107
Cantor Fitzgerald Investment Advisors
New York
$20.3M
AAIM
108
American Assets Investment Management
California
$20.1M
WJA
109
Willis Johnson & Associates
Texas
$20M
Charles Schwab
110
Charles Schwab
California
$19.7M
QCM
111
QRG Capital Management
Illinois
$19M
ACA
112
Anchor Capital Advisors
Massachusetts
$18.9M
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$18.8M
SEI Investments
114
SEI Investments
Pennsylvania
$18.7M
GD
115
Grandfield & Dodd
New York
$17.7M
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$17.6M
SC
117
Sapient Capital
Indiana
$17.1M
AP
118
Americana Partners
Texas
$16.7M
Truist Financial
119
Truist Financial
North Carolina
$16.7M
KFC
120
Klingenstein Fields & Co
New York
$16.7M
DC
121
Davenport & Co
Virginia
$16.3M
1832 Asset Management
122
1832 Asset Management
Ontario, Canada
$16M
LCM
123
Logan Capital Management
Pennsylvania
$16M
MNA
124
Manning & Napier Advisors
New York
$15.6M
SDIC
125
South Dakota Investment Council
South Dakota
$15.4M