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
LWANC
1451
Laurel Wealth Advisors (North Carolina)
North Carolina
Bank Julius Baer & Co
1452
Bank Julius Baer & Co
Switzerland
BGC
1453
Beutel, Goodman & Co
Ontario, Canada
FAM
1454
Flaharty Asset Management
Florida
APF
1455
Alaska Permanent Fund
Alaska
SFG
1456
Stonebridge Financial Group
Pennsylvania
GJIA
1457
Glass Jacobson Investment Advisors
Maryland
LP
1458
LMR Partners
United Kingdom
WF
1459
Wayfinding Financial
Washington
CA
1460
Continuum Advisory
Idaho
GFPC
1461
Global Financial Private Client
Florida
PIS
1462
POM Investment Strategies
North Carolina
VWM
1463
Valley Wealth Managers
New Jersey
WAG
1464
Wiser Advisor Group
Arizona
RA
1465
Rise Advisors
New York
KSB
1466
Kennebec Savings Bank
Maine
AT
1467
Avalon Trust
New Mexico
SIM
1468
Synergy Investment Management
Florida
SFCL
1469
Strengthening Families & Communities LLC
Massachusetts
CWC
1470
Carolinas Wealth Consulting
North Carolina
TCM
1471
TruNorth Capital Management
Michigan
QC
1472
Quent Capital
New York
MFA
1473
McClarren Financial Advisors
Pennsylvania
CTWM
1474
Cherry Tree Wealth Management
Minnesota
RFG
1475
REAP Financial Group
Texas