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
PWA
1251
Provenance Wealth Advisors
Florida
$27.5K
JFGIW
1252
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
GWSG
1253
GPS Wealth Strategies Group
Colorado
$27K
HWA
1254
HHM Wealth Advisors
Tennessee
$26.1K
SC
1255
Stephens Consulting
Michigan
$25.3K
BLC
1256
Brown, Lisle/Cummings
Rhode Island
$25.1K
WIM
1257
Westside Investment Management
California
$24.8K
T2I
1258
Turim 21 Investimentos
Brazil
$24.3K
NECFA
1259
New England Capital Financial Advisors
Connecticut
$23.8K
MMCM
1260
Murphy & Mullick Capital Management
New York
$23K
CFS
1261
CGC Financial Services
Oregon
$22.8K
OP
1262
ORG Partners
Indiana
$22.5K
MAS
1263
MPWM Advisory Solutions
Georgia
$22.4K
SWIM
1264
Smallwood Wealth Investment Management
New Jersey
$22K
SFA
1265
Semmax Financial Advisors
North Carolina
$21.5K
GGI
1266
Godsey & Gibb Inc
Virginia
$21.1K
HC
1267
Hoese & Co
Minnesota
$21.1K
UIA
1268
Ulland Investment Advisors
Minnesota
$21K
MTIC
1269
Missouri Trust & Investment Company
Missouri
$20.1K
AFG
1270
Albion Financial Group
Utah
$19.6K
EPAM
1271
Evelyn Partners Asset Management
$19.4K
CAM
1272
Creekmur Asset Management
Illinois
$19.4K
CFD
1273
Creative Financial Designs
Indiana
$19K
DWM
1274
Dogwood Wealth Management
Kansas
$18.9K
FUBT
1275
First United Bank & Trust
Maryland
$18.7K