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
GWS
1226
Greykasell Wealth Strategies
California
$36.8K
CVM
1227
Cheviot Value Management
California
$35.8K
TIM
1228
Tortoise Investment Management
New York
$35.8K
KFI
1229
Key Financial Inc
Pennsylvania
$35.4K
OPTFSNA
1230
Old Point Trust & Financial Services N A
Virginia
$35.2K
FPF
1231
First Pacific Financial
Washington
$35.2K
HIA
1232
Harbor Investment Advisory
Maryland
$34.7K
SL
1233
Salomon & Ludwin
Virginia
$34.7K
FGA
1234
Fortis Group Advisors
New Jersey
$34.6K
T
1235
Transce3nd
Texas
$34.4K
DF
1236
Dunhill Financial
United Kingdom
$33.4K
WAS
1237
Winch Advisory Services
Wisconsin
$33.2K
CWP
1238
Concord Wealth Partners
Virginia
$32.7K
FFO
1239
Fortitude Family Office
Arizona
$31.7K
RCM
1240
Raleigh Capital Management
North Carolina
$31.1K
VNA
1241
Valley National Advisers
Pennsylvania
$31K
CBT
1242
CoreFirst Bank & Trust
Kansas
$30.9K
AWM
1243
Atticus Wealth Management
Florida
$29.1K
IWM
1244
IMG Wealth Management
Florida
$28.3K
JFA
1245
JNBA Financial Advisors
Minnesota
$28.2K
GIA
1246
GHP Investment Advisors
Colorado
$28.2K
YDMI
1247
Y.D. More Investments
Israel
$28.2K
WA
1248
WPG Advisers
Maryland
$27.7K
PK
1249
Pflug Koory
Nebraska
$27.6K
CFO
1250
CVA Family Office
Colorado
$27.6K