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
FFL
1276
Financial Freedom LLC
Ohio
$14.5K
KTC
1277
Kentucky Trust Company
Kentucky
$14.1K
FFWM
1278
Future Financial Wealth Management
Ohio
$14.1K
PWMG
1279
Prestige Wealth Management Group
New Jersey
$14.1K
FRA
1280
Front Row Advisors
California
$14.1K
SNB
1281
Security National Bank
Nebraska
$14.1K
HFS
1282
Hopwood Financial Services
Virginia
$13.8K
GC
1283
Garde Capital
Washington
$13.7K
VWWMG
1284
Vermillion & White Wealth Management Group
Pennsylvania
$13.6K
KSWA
1285
Kathleen S. Wright Associates
Pennsylvania
$13.3K
TWD
1286
True Wealth Design
Ohio
$12.9K
PPC
1287
Park Place Capital
Alabama
$12.8K
EPIMS
1288
Evelyn Partners Investment Management Services
$12.5K
AWM
1289
Avondale Wealth Management
Texas
$12.2K
HNW
1290
High Note Wealth
Minnesota
$12.2K
BCM
1291
Boreal Capital Management
Florida
$11.7K
GWSA
1292
Global Wealth Strategies & Associates
Colorado
$11.6K
IRAG
1293
Investment Research & Advisory Group
Georgia
$11.6K
ZBNA
1294
Zions Bancorporation, National Association
Utah
$11.6K
HHGA
1295
Halbert Hargrove Global Advisors
California
$11.4K
LC
1296
Lavaca Capital
Texas
$10.8K
CIA
1297
Cape Investment Advisory
Georgia
$10.6K
NRG
1298
Nemes Rush Group
Michigan
$10.6K
SC
1299
Swan Capital
Florida
$10.3K
NEWAS
1300
N.E.W. Advisory Services
Wisconsin
$10K