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 %
BONH
1326
Bank of New Hampshire
New Hampshire
$4.93K
PSB
1327
Piscataqua Savings Bank
New Hampshire
$4.65K
BAM
1328
Byrne Asset Management
New Jersey
$4.51K
KIM
1329
Kestra Investment Management
Texas
$4.25K
SIC
1330
SJS Investment Consulting
Ohio
$4.24K -$7.06K -100 -63%
CWM
1331
Cranbrook Wealth Management
Michigan
$4.23K
PWA
1332
Principia Wealth Advisory
Texas
$4.08K +$4.08K +58 New
MWM
1333
MorganRosel Wealth Management
Colorado
$4.01K
MWM
1334
Mascoma Wealth Management
New Hampshire
$3.8K
PP
1335
Pacifica Partners
Canada
$3.55K -$5.75K -81 -62%
DPW
1336
DiNuzzo Private Wealth
Pennsylvania
$3.52K
DWM
1337
Darwin Wealth Management
Florida
$3.23K
HWM
1338
HighMark Wealth Management
Minnesota
$3.19K +$638 +9 +25%
OW
1339
Olistico Wealth
Oklahoma
$3.15K +$70 +1 +2%
AIP
1340
Ameritas Investment Partners
Nebraska
$3.13K
BHWM
1341
Beaird Harris Wealth Management
Texas
$2.61K
LWMI
1342
Legacy Wealth Management (Idaho)
Idaho
$2.32K
LIS
1343
Legacy Investment Solutions
Idaho
$2.32K +$2.32K +33 New
DI
1344
DAGCO Inc
Ohio
$2.11K
OAJ
1345
Ogorek Anthony Joseph
New York
$2K
ME
1346
McIlrath & Eck
Washington
$1.97K
PCM
1347
Perritt Capital Management
Illinois
$1.83K
AWM
1348
Abound Wealth Management
Tennessee
$1.83K
KG
1349
Kilter Group
New York
$1.83K +$1.83K +26 New
KHC
1350
Koesten Hirschmann & Crabtree
Kansas
$1.64K +$1.64K +23 New