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
MLA
1326
MB, Levis & Associates
Pennsylvania
$7.56K
BFS
1327
Bare Financial Services
Pennsylvania
$7.18K
CWM
1328
CarsonAllaria Wealth Management
Illinois
$7.04K
EWM
1329
Evermay Wealth Management
Virginia
$7.04K
CWM
1330
Crowley Wealth Management
Delaware
$7.04K
BIM
1331
Breakwater Investment Management
Washington
$6.76K
NWM
1332
Nova Wealth Management
Florida
$6.67K
BIA
1333
Bell Investment Advisors
California
$6.48K
DFA
1334
DHJJ Financial Advisors
Illinois
$6.34K
BMC
1335
Bear Mountain Capital
Washington
$6.04K
C
1336
Covestor
United Kingdom
$6K
SR
1337
Syntax Research
Florida
$5.84K
MBFW
1338
Morton Brown Family Wealth
Pennsylvania
$5.84K
MSG
1339
Main Street Group
Virginia
$5.84K
WWM
1340
Wolff Wiese Magana
California
$5.7K
WOC
1341
West Oak Capital
California
$5.47K
APW
1342
Aventura Private Wealth
Florida
$5.21K
WTFG
1343
Wood Tarver Financial Group
Idaho
$5K
BONH
1344
Bank of New Hampshire
New Hampshire
$4.93K
PSB
1345
Piscataqua Savings Bank
New Hampshire
$4.65K
BAM
1346
Byrne Asset Management
New Jersey
$4.51K
KIM
1347
Kestra Investment Management
Texas
$4.25K
SIC
1348
SJS Investment Consulting
Ohio
$4.24K
CWM
1349
Cranbrook Wealth Management
Michigan
$4.22K
PWA
1350
Principia Wealth Advisory
Texas
$4.08K