1,381 hedge funds and large institutions have $26.6B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 490 increasing their positions, 507 reducing their positions, and 103 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: 1,4021,381 (-21)

7% less capital invested

Capital invested by funds: $28.5B → $26.6B (-$1.95B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
1,381
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
HNW
1301
High Note Wealth
Minnesota
$12.2K
AWM
1302
Avondale Wealth Management
Texas
$12.2K
BCM
1303
Boreal Capital Management
Florida
$11.7K
IRAG
1304
Investment Research & Advisory Group
Georgia
$11.6K
ZBNA
1305
Zions Bancorporation, National Association
Utah
$11.6K
GWSA
1306
Global Wealth Strategies & Associates
Colorado
$11.6K
HHGA
1307
Halbert Hargrove Global Advisors
California
$11.4K
LC
1308
Lavaca Capital
Texas
$10.8K
CIA
1309
Cape Investment Advisory
Georgia
$10.6K
NRG
1310
Nemes Rush Group
Michigan
$10.6K
SC
1311
Swan Capital
Florida
$10.3K
NEWAS
1312
N.E.W. Advisory Services
Wisconsin
$10K
JGIA
1313
Jackson Grant Investment Advisers
Connecticut
$10K
SRCM
1314
Signature Resources Capital Management
California
$9.79K
PWM
1315
Parkworth Wealth Management
California
$9.61K
BOJHT
1316
Bank of Jackson Hole Trust
Wyoming
$9.58K
PS
1317
Pinney & Scofield
Massachusetts
$9.15K
CFS
1318
Compass Financial Services
Iowa
$8.8K
NFSG
1319
Newbridge Financial Services Group
Florida
$8.77K
YP
1320
YANKCOM Partnership
South Dakota
$8.59K
GC
1321
GFG Capital
Florida
$8.24K
BCM
1322
Blume Capital Management
California
$8.17K
PSFG
1323
Park Square Financial Group
Georgia
$8.1K
CFFP
1324
Center for Financial Planning
Michigan
$7.89K
MAM
1325
Morse Asset Management
Connecticut
$7.75K