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
JGIA
1301
Jackson Grant Investment Advisers
Connecticut
$10K
SRCM
1302
Signature Resources Capital Management
California
$9.79K
PWM
1303
Parkworth Wealth Management
California
$9.61K
BOJHT
1304
Bank of Jackson Hole Trust
Wyoming
$9.58K
PS
1305
Pinney & Scofield
Massachusetts
$9.15K
CFS
1306
Compass Financial Services
Iowa
$8.8K
NFSG
1307
Newbridge Financial Services Group
Florida
$8.77K
YP
1308
YANKCOM Partnership
South Dakota
$8.59K
GC
1309
GFG Capital
Florida
$8.24K
BCM
1310
Blume Capital Management
California
$8.17K
PSFG
1311
Park Square Financial Group
Georgia
$8.1K
CFFP
1312
Center for Financial Planning
Michigan
$7.89K
MAM
1313
Morse Asset Management
Connecticut
$7.75K
MLA
1314
MB, Levis & Associates
Pennsylvania
$7.56K
BFS
1315
Bare Financial Services
Pennsylvania
$7.18K
CWM
1316
CarsonAllaria Wealth Management
Illinois
$7.04K
CWM
1317
Crowley Wealth Management
Delaware
$7.04K
EWM
1318
Evermay Wealth Management
Virginia
$7.04K
BIM
1319
Breakwater Investment Management
Washington
$6.76K
NWM
1320
Nova Wealth Management
Florida
$6.67K
BIA
1321
Bell Investment Advisors
California
$6.48K
DFA
1322
DHJJ Financial Advisors
Illinois
$6.34K
BMC
1323
Bear Mountain Capital
Washington
$6.04K
C
1324
Covestor
United Kingdom
$6K
SR
1325
Syntax Research
Florida
$5.84K