1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.26%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
1276
Front Row Advisors
California
$14.1K +$14.1K +200 New
HFS
1277
Hopwood Financial Services
Virginia
$13.8K
GC
1278
Garde Capital
Washington
$13.7K
VWWMG
1279
Vermillion & White Wealth Management Group
Pennsylvania
$13.6K
KSWA
1280
Kathleen S. Wright Associates
Pennsylvania
$13.3K
TWD
1281
True Wealth Design
Ohio
$12.9K +$282 +4 +2%
PPC
1282
Park Place Capital
Alabama
$12.8K
EPIMS
1283
Evelyn Partners Investment Management Services
$12.5K -$136K -8,669 -92%
HNW
1284
High Note Wealth
Minnesota
$12.2K
AWM
1285
Avondale Wealth Management
Texas
$12.2K
BCM
1286
Boreal Capital Management
Florida
$11.7K +$11.7K +166 New
ZBNA
1287
Zions Bancorporation, National Association
Utah
$11.6K
IRAG
1288
Investment Research & Advisory Group
Georgia
$11.6K
GWSA
1289
Global Wealth Strategies & Associates
Colorado
$11.6K
HHGA
1290
Halbert Hargrove Global Advisors
California
$11.4K -$984 -14 -8%
LC
1291
Lavaca Capital
Texas
$10.8K
CIA
1292
Cape Investment Advisory
Georgia
$10.6K -$704 -10 -6%
NRG
1293
Nemes Rush Group
Michigan
$10.6K -$352 -5 -3%
SC
1294
Swan Capital
Florida
$10.3K +$8.16K +116 +374%
NEWAS
1295
N.E.W. Advisory Services
Wisconsin
$10K
JGIA
1296
Jackson Grant Investment Advisers
Connecticut
$10K
SRCM
1297
Signature Resources Capital Management
California
$9.79K
PWM
1298
Parkworth Wealth Management
California
$9.61K +$71 +1 +0.7%
BOJHT
1299
Bank of Jackson Hole Trust
Wyoming
$9.58K
PS
1300
Pinney & Scofield
Massachusetts
$9.15K