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