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
APP
1426
Avantax Planning Partners
Iowa
GIA
1427
Gladstone Institutional Advisory
Florida
MIC
1428
Meridian Investment Counsel
California
CCM
1429
Causeway Capital Management
California
IA
1430
Integrity Alliance
Iowa
CA
1431
Claro Advisors
Massachusetts
MFA
1432
Mayflower Financial Advisors
Massachusetts
TFF
1433
The Family Firm
Maryland
SRC
1434
Stone Run Capital
New York
AIC
1435
Argus Investors Counsel
New York
PPWM
1436
PFG Private Wealth Management
Florida
Bank Julius Baer & Co
1437
Bank Julius Baer & Co
Switzerland
BGC
1438
Beutel, Goodman & Co
Ontario, Canada
FAM
1439
Flaharty Asset Management
Florida
APF
1440
Alaska Permanent Fund
Alaska
SFG
1441
Stonebridge Financial Group
Pennsylvania
GJIA
1442
Glass Jacobson Investment Advisors
Maryland
LP
1443
LMR Partners
United Kingdom
WF
1444
Wayfinding Financial
Washington
CA
1445
Continuum Advisory
Idaho
GFPC
1446
Global Financial Private Client
Florida
PIS
1447
POM Investment Strategies
North Carolina
VWM
1448
Valley Wealth Managers
New Jersey
WAG
1449
Wiser Advisor Group
Arizona
RA
1450
Rise Advisors
New York