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 %
CFS
1301
Compass Financial Services
Iowa
$8.8K
NFSG
1302
Newbridge Financial Services Group
Florida
$8.77K +$140 +2 +2%
YP
1303
YANKCOM Partnership
South Dakota
$8.59K
GC
1304
GFG Capital
Florida
$8.24K +$8.24K +117 New
BCM
1305
Blume Capital Management
California
$8.17K +$1.13K +16 +16%
PSFG
1306
Park Square Financial Group
Georgia
$8.1K
CFFP
1307
Center for Financial Planning
Michigan
$7.89K
MAM
1308
Morse Asset Management
Connecticut
$7.75K +$7.75K +110 New
MLA
1309
MB, Levis & Associates
Pennsylvania
$7.56K +$71 +1 +0.9%
BFS
1310
Bare Financial Services
Pennsylvania
$7.18K +$5.28K +75 +278%
CWM
1311
Crowley Wealth Management
Delaware
$7.04K
EWM
1312
Evermay Wealth Management
Virginia
$7.04K
CWM
1313
CarsonAllaria Wealth Management
Illinois
$7.04K
BIM
1314
Breakwater Investment Management
Washington
$6.76K
NWM
1315
Nova Wealth Management
Florida
$6.67K +$6.67K +95 New
BIA
1316
Bell Investment Advisors
California
$6.48K +$1.97K +28 +44%
DFA
1317
DHJJ Financial Advisors
Illinois
$6.34K
BMC
1318
Bear Mountain Capital
Washington
$6.04K
C
1319
Covestor
United Kingdom
$6K +$5.31K +69 +767%
SR
1320
Syntax Research
Florida
$5.85K
MSG
1321
Main Street Group
Virginia
$5.84K
MBFW
1322
Morton Brown Family Wealth
Pennsylvania
$5.84K
WWM
1323
Wolff Wiese Magana
California
$5.7K
WOC
1324
West Oak Capital
California
$5.47K +$324 +460 +6%
WTFG
1325
Wood Tarver Financial Group
Idaho
$5K +$66 +1 +1%