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
MBFW
1326
Morton Brown Family Wealth
Pennsylvania
$5.84K
MSG
1327
Main Street Group
Virginia
$5.84K
WWM
1328
Wolff Wiese Magana
California
$5.7K
WOC
1329
West Oak Capital
California
$5.47K
WTFG
1330
Wood Tarver Financial Group
Idaho
$5K
BONH
1331
Bank of New Hampshire
New Hampshire
$4.93K
PSB
1332
Piscataqua Savings Bank
New Hampshire
$4.65K
BAM
1333
Byrne Asset Management
New Jersey
$4.51K
KIM
1334
Kestra Investment Management
Texas
$4.25K
SIC
1335
SJS Investment Consulting
Ohio
$4.24K
CWM
1336
Cranbrook Wealth Management
Michigan
$4.22K
PWA
1337
Principia Wealth Advisory
Texas
$4.08K
MWM
1338
MorganRosel Wealth Management
Colorado
$4.01K
MWM
1339
Mascoma Wealth Management
New Hampshire
$3.8K
PP
1340
Pacifica Partners
Canada
$3.55K
DPW
1341
DiNuzzo Private Wealth
Pennsylvania
$3.52K
DWM
1342
Darwin Wealth Management
Florida
$3.23K
HWM
1343
HighMark Wealth Management
Minnesota
$3.19K
OW
1344
Olistico Wealth
Oklahoma
$3.15K
AIP
1345
Ameritas Investment Partners
Nebraska
$3.13K
BHWM
1346
Beaird Harris Wealth Management
Texas
$2.61K
LWMI
1347
Legacy Wealth Management (Idaho)
Idaho
$2.32K
LIS
1348
Legacy Investment Solutions
Idaho
$2.32K
DI
1349
DAGCO Inc
Ohio
$2.11K
OAJ
1350
Ogorek Anthony Joseph
New York
$2K