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
TI
101
Tidal Investments
Wisconsin
$21.6M
HPG
102
Harvest Portfolios Group
Ontario, Canada
$21.4M
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$21.3M
Optiver Holding
104
Optiver Holding
Netherlands
$21.1M
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$20.4M
CFIA
106
Cantor Fitzgerald Investment Advisors
New York
$20.3M
AAIM
107
American Assets Investment Management
California
$20.1M
WJA
108
Willis Johnson & Associates
Texas
$20M
Charles Schwab
109
Charles Schwab
California
$19.7M
QCM
110
QRG Capital Management
Illinois
$19M
ACA
111
Anchor Capital Advisors
Massachusetts
$18.9M
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$18.8M
SEI Investments
113
SEI Investments
Pennsylvania
$18.7M
GD
114
Grandfield & Dodd
New York
$17.7M
NEI
115
Northwest & Ethical Investments
Ontario, Canada
$17.6M
SC
116
Sapient Capital
Indiana
$17.1M
AP
117
Americana Partners
Texas
$16.7M
Truist Financial
118
Truist Financial
North Carolina
$16.7M
KFC
119
Klingenstein Fields & Co
New York
$16.7M
DC
120
Davenport & Co
Virginia
$16.3M
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$16M
LCM
122
Logan Capital Management
Pennsylvania
$16M
MNA
123
Manning & Napier Advisors
New York
$15.6M
SDIC
124
South Dakota Investment Council
South Dakota
$15.4M
BCM
125
Becker Capital Management
Oregon
$15.1M