1,368 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: 1,3891,368 (-21)

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
1,368
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
HL
1401
HeadInvest LLC
Maine
EC
1402
EntryPoint Capital
New York
4WM
1403
49 Wealth Management
Texas
FA
1404
Fermata Advisors
California
PA
1405
Procyon Advisors
Connecticut
RA
1406
RFG Advisory
Alabama
GCM
1407
Graham Capital Management
Connecticut
SFC
1408
Strategic Financial Concepts
Texas
VST
1409
Van Strum & Towne
California
FAT
1410
First American Trust
California
AWAP
1411
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
IP
1412
Isthmus Partners
Wisconsin
BFA
1413
Beacon Financial Advisory
Ohio
AWM
1414
Avior Wealth Management
Nebraska
CIAM
1415
Caitong International Asset Management
Hong Kong
FFA
1416
First Foundation Advisors
California
CCMG
1417
Clark Capital Management Group
Pennsylvania
FNT
1418
First National Trust
Pennsylvania
HIC
1419
Holderness Investments Company
North Carolina
HCP
1420
Hexagon Capital Partners
Arkansas
FFA
1421
Founders Financial Alliance
North Carolina
OL
1422
one8zero8 LLC
North Carolina
PS
1423
Planned Solutions
California
PDL
1424
Portfolio Design Labs
California
ST
1425
Spinnaker Trust
Maine