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
OP
1251
ORG Partners
Indiana
$22.5K
MAS
1252
MPWM Advisory Solutions
Georgia
$22.4K
SWIM
1253
Smallwood Wealth Investment Management
New Jersey
$22K
SFA
1254
Semmax Financial Advisors
North Carolina
$21.5K
GGI
1255
Godsey & Gibb Inc
Virginia
$21.1K
HC
1256
Hoese & Co
Minnesota
$21.1K
UIA
1257
Ulland Investment Advisors
Minnesota
$21K
MTIC
1258
Missouri Trust & Investment Company
Missouri
$20.1K
AFG
1259
Albion Financial Group
Utah
$19.6K
EPAM
1260
Evelyn Partners Asset Management
$19.4K
CAM
1261
Creekmur Asset Management
Illinois
$19.4K
CFD
1262
Creative Financial Designs
Indiana
$19K
DWM
1263
Dogwood Wealth Management
Kansas
$18.9K
FUBT
1264
First United Bank & Trust
Maryland
$18.7K
KWM
1265
Kiker Wealth Management
Georgia
$18K
OLVIG
1266
Oliver Lagore Vanvalin Investment Group
Michigan
$17.3K
RWS
1267
Retirement Wealth Solutions
Wisconsin
$16.7K
CTB
1268
Country Trust Bank
Illinois
$16.5K
TCM
1269
Tradewinds Capital Management
Washington
$16.4K
ATC
1270
Advantage Trust Company
Kansas
$16.1K
BI
1271
Binnacle Investments
Iowa
$16.1K
BTD
1272
BankPlus Trust Department
Mississippi
$15.9K
CB
1273
Centennial Bank
Arkansas
$15.1K
HWM
1274
Hemington Wealth Management
Virginia
$15K
TC
1275
Truvestments Capital
Florida
$14.6K