1,369 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, 484 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:

1% less funds holding

Funds holding: 1,3891,369 (-20)

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
1,369
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
TC
1276
Truvestments Capital
Florida
$14.6K
FFL
1277
Financial Freedom LLC
Ohio
$14.5K
KTC
1278
Kentucky Trust Company
Kentucky
$14.1K
FFWM
1279
Future Financial Wealth Management
Ohio
$14.1K
PWMG
1280
Prestige Wealth Management Group
New Jersey
$14.1K
FRA
1281
Front Row Advisors
California
$14.1K
SNB
1282
Security National Bank
Nebraska
$14.1K
HFS
1283
Hopwood Financial Services
Virginia
$13.8K
GC
1284
Garde Capital
Washington
$13.7K
VWWMG
1285
Vermillion & White Wealth Management Group
Pennsylvania
$13.6K
KSWA
1286
Kathleen S. Wright Associates
Pennsylvania
$13.3K
TWD
1287
True Wealth Design
Ohio
$12.9K
PPC
1288
Park Place Capital
Alabama
$12.8K
EPIMS
1289
Evelyn Partners Investment Management Services
$12.5K
AWM
1290
Avondale Wealth Management
Texas
$12.2K
HNW
1291
High Note Wealth
Minnesota
$12.2K
BCM
1292
Boreal Capital Management
Florida
$11.7K
ZBNA
1293
Zions Bancorporation, National Association
Utah
$11.6K
GWSA
1294
Global Wealth Strategies & Associates
Colorado
$11.6K
IRAG
1295
Investment Research & Advisory Group
Georgia
$11.6K
HHGA
1296
Halbert Hargrove Global Advisors
California
$11.4K
LC
1297
Lavaca Capital
Texas
$10.8K
CIA
1298
Cape Investment Advisory
Georgia
$10.6K
NRG
1299
Nemes Rush Group
Michigan
$10.6K
SC
1300
Swan Capital
Florida
$10.3K