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
MWM
1351
MorganRosel Wealth Management
Colorado
$4.01K
MWM
1352
Mascoma Wealth Management
New Hampshire
$3.8K
PP
1353
Pacifica Partners
Canada
$3.55K
DPW
1354
DiNuzzo Private Wealth
Pennsylvania
$3.52K
DWM
1355
Darwin Wealth Management
Florida
$3.23K
HWM
1356
HighMark Wealth Management
Minnesota
$3.19K
OW
1357
Olistico Wealth
Oklahoma
$3.15K
AIP
1358
Ameritas Investment Partners
Nebraska
$3.13K
BHWM
1359
Beaird Harris Wealth Management
Texas
$2.61K
LWMI
1360
Legacy Wealth Management (Idaho)
Idaho
$2.32K
LIS
1361
Legacy Investment Solutions
Idaho
$2.32K
DI
1362
DAGCO Inc
Ohio
$2.11K
OAJ
1363
Ogorek Anthony Joseph
New York
$2K
ME
1364
McIlrath & Eck
Washington
$1.97K
AWM
1365
Abound Wealth Management
Tennessee
$1.83K
PCM
1366
Perritt Capital Management
Illinois
$1.83K
KG
1367
Kilter Group
New York
$1.83K
Q1WB
1368
Quest 10 Wealth Builders
Virginia
$1.76K
KHC
1369
Koesten Hirschmann & Crabtree
Kansas
$1.64K
CJH
1370
Christopher J. Hasenberg
Wisconsin
$1.34K
AP
1371
Atwood & Palmer
Missouri
$1.06K
DF
1372
DecisionPoint Financial
Arizona
$784
S
1373
Sachetta
Massachusetts
$705
TIM
1374
Total Investment Management
Arizona
$656
HFS
1375
Hughes Financial Services
Virginia
$650