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Shell
SHEL

Overview Fund Activity

1,361 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-27
Holders Change %
-1.95%
% of All Funds
18.25%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
104
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$114M
2
Holocene Advisors
Holocene Advisors
New York
$212M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$141M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$6.66B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.7B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$660K
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$909M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Amundi
Amundi
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VST
1401
Van Strum & Towne
California
– -$339K -4,630 Closed
FAT
1402
First American Trust
California
– -$332K -4,537 Closed
AWAP
1403
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$315K -4,295 Closed
IP
1404
Isthmus Partners
Wisconsin
– -$307K -4,190 Closed
BFA
1405
Beacon Financial Advisory
Ohio
– -$289K -3,948 Closed
AWM
1406
Avior Wealth Management
Nebraska
– -$286K -3,902 Closed
CIAM
1407
Caitong International Asset Management
Hong Kong
– -$281K -3,841 Closed
FFA
1408
First Foundation Advisors
California
– -$279K -3,812 Closed
CCMG
1409
Clark Capital Management Group
Pennsylvania
– -$276K -3,766 Closed
FNT
1410
First National Trust
Pennsylvania
– -$266K -3,625 Closed
HIC
1411
Holderness Investments Company
North Carolina
– -$262K -3,578 Closed
HCP
1412
Hexagon Capital Partners
Arkansas
– -$261K -3,565 Closed
FFA
1413
Founders Financial Alliance
North Carolina
– -$250K -3,411 Closed
OL
1414
one8zero8 LLC
North Carolina
– -$249K -3,402 Closed
PS
1415
Planned Solutions
California
– -$242K -3,300 Closed
PDL
1416
Portfolio Design Labs
California
– -$229K -3,120 Closed
ST
1417
Spinnaker Trust
Maine
– -$223K -3,049 Closed
CPA
1418
Capital Performance Advisors
California
– -$220K -3,009 Closed
APP
1419
Avantax Planning Partners
Iowa
– -$220K -3,001 Closed
GIA
1420
Gladstone Institutional Advisory
Florida
– -$220K -2,997 Closed
MIC
1421
Meridian Investment Counsel
California
– -$218K -2,977 Closed
CCM
1422
Causeway Capital Management
California
– -$216K -2,944 Closed
IA
1423
Integrity Alliance
Iowa
– -$215K -2,933 Closed
CA
1424
Claro Advisors
Massachusetts
– -$209K -2,857 Closed
MFA
1425
Mayflower Financial Advisors
Massachusetts
– -$209K -2,853 Closed
55 56
57
58 59