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
WAS
1226
Winch Advisory Services
Wisconsin
$33.2K
CWP
1227
Concord Wealth Partners
Virginia
$32.7K
FFO
1228
Fortitude Family Office
Arizona
$31.7K
RCM
1229
Raleigh Capital Management
North Carolina
$31.1K
VNA
1230
Valley National Advisers
Pennsylvania
$31K
CBT
1231
CoreFirst Bank & Trust
Kansas
$30.9K
AWM
1232
Atticus Wealth Management
Florida
$29.1K
IWM
1233
IMG Wealth Management
Florida
$28.3K
JFA
1234
JNBA Financial Advisors
Minnesota
$28.2K
GIA
1235
GHP Investment Advisors
Colorado
$28.2K
YDMI
1236
Y.D. More Investments
Israel
$28.2K
WA
1237
WPG Advisers
Maryland
$27.7K
PK
1238
Pflug Koory
Nebraska
$27.6K
CFO
1239
CVA Family Office
Colorado
$27.6K
PWA
1240
Provenance Wealth Advisors
Florida
$27.5K
JFGIW
1241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
GWSG
1242
GPS Wealth Strategies Group
Colorado
$27K
HWA
1243
HHM Wealth Advisors
Tennessee
$26.1K
SC
1244
Stephens Consulting
Michigan
$25.3K
BLC
1245
Brown, Lisle/Cummings
Rhode Island
$25.1K
WIM
1246
Westside Investment Management
California
$24.8K
T2I
1247
Turim 21 Investimentos
Brazil
$24.3K
NECFA
1248
New England Capital Financial Advisors
Connecticut
$23.8K
MMCM
1249
Murphy & Mullick Capital Management
New York
$23K
CFS
1250
CGC Financial Services
Oregon
$22.8K