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
18.25%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
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 %
SFC
1401
Strategic Financial Concepts
Texas
-$345K -4,707 Closed
VST
1402
Van Strum & Towne
California
-$339K -4,630 Closed
FAT
1403
First American Trust
California
-$332K -4,537 Closed
AWAP
1404
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$315K -4,295 Closed
IP
1405
Isthmus Partners
Wisconsin
-$307K -4,190 Closed
BFA
1406
Beacon Financial Advisory
Ohio
-$289K -3,948 Closed
AWM
1407
Avior Wealth Management
Nebraska
-$286K -3,902 Closed
CIAM
1408
Caitong International Asset Management
Hong Kong
-$281K -3,841 Closed
FFA
1409
First Foundation Advisors
California
-$279K -3,812 Closed
CCMG
1410
Clark Capital Management Group
Pennsylvania
-$276K -3,766 Closed
FNT
1411
First National Trust
Pennsylvania
-$266K -3,625 Closed
HIC
1412
Holderness Investments Company
North Carolina
-$262K -3,578 Closed
HCP
1413
Hexagon Capital Partners
Arkansas
-$261K -3,565 Closed
FFA
1414
Founders Financial Alliance
North Carolina
-$250K -3,411 Closed
OL
1415
one8zero8 LLC
North Carolina
-$249K -3,402 Closed
PS
1416
Planned Solutions
California
-$242K -3,300 Closed
PDL
1417
Portfolio Design Labs
California
-$229K -3,120 Closed
ST
1418
Spinnaker Trust
Maine
-$223K -3,049 Closed
CPA
1419
Capital Performance Advisors
California
-$220K -3,009 Closed
APP
1420
Avantax Planning Partners
Iowa
-$220K -3,001 Closed
GIA
1421
Gladstone Institutional Advisory
Florida
-$220K -2,997 Closed
MIC
1422
Meridian Investment Counsel
California
-$218K -2,977 Closed
CCM
1423
Causeway Capital Management
California
-$216K -2,944 Closed
IA
1424
Integrity Alliance
Iowa
-$215K -2,933 Closed
CA
1425
Claro Advisors
Massachusetts
-$209K -2,857 Closed