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
BFA
1426
Beacon Financial Advisory
Ohio
AWM
1427
Avior Wealth Management
Nebraska
CIAM
1428
Caitong International Asset Management
Hong Kong
FFA
1429
First Foundation Advisors
California
CCMG
1430
Clark Capital Management Group
Pennsylvania
FNT
1431
First National Trust
Pennsylvania
HIC
1432
Holderness Investments Company
North Carolina
HCP
1433
Hexagon Capital Partners
Arkansas
FFA
1434
Founders Financial Alliance
North Carolina
OL
1435
one8zero8 LLC
North Carolina
PS
1436
Planned Solutions
California
PDL
1437
Portfolio Design Labs
California
ST
1438
Spinnaker Trust
Maine
CPA
1439
Capital Performance Advisors
California
APP
1440
Avantax Planning Partners
Iowa
GIA
1441
Gladstone Institutional Advisory
Florida
MIC
1442
Meridian Investment Counsel
California
CCM
1443
Causeway Capital Management
California
IA
1444
Integrity Alliance
Iowa
CA
1445
Claro Advisors
Massachusetts
MFA
1446
Mayflower Financial Advisors
Massachusetts
TFF
1447
The Family Firm
Maryland
SRC
1448
Stone Run Capital
New York
AIC
1449
Argus Investors Counsel
New York
PPWM
1450
PFG Private Wealth Management
Florida