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Shell
SHEL

Overview Fund Activity

1,361 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-27
Holders Change %
-1.95%
% of All Funds
18.25%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
104
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$114M
2
Holocene Advisors
Holocene Advisors
New York
$212M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$141M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$6.66B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.7B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$660K
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$909M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Amundi
Amundi
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
SCS Capital Management
Massachusetts
$14.7M +$11.6M +165,114 +380%
Citigroup
127
Citigroup
New York
$14.6M -$4.04M -57,406 -22%
WCM
128
Wedge Capital Management
North Carolina
$14.3M -$1.95M -27,716 -12%
HF
129
HRT Financial
New York
$14.2M -$1.65M -23,483 -10%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$14M +$649K +9,222 +5%
SCP
131
Stamos Capital Partners
California
$13.5M +$5.54M +78,724 +69%
AIA
132
Allied Investment Advisors
Montana
$13M +$251K +3,559 +2%
GIM
133
Glenmede Investment Management
Pennsylvania
$13M +$13M +183,944 New
ECM
134
Evergreen Capital Management
Washington
$12.9M +$647K +9,195 +5%
VHAM
135
Van Hulzen Asset Management
California
$12.9M +$70.4K +1,000 +0.5%
DADC
136
D.A. Davidson & Co
Montana
$12.8M -$307K -4,354 -2%
OAM
137
Oppenheimer Asset Management
New York
$12.5M +$5.99K +85 +0%
HCM
138
Huber Capital Management
California
$12.3M -$1.95M -27,751 -14%
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$12.3M -$285K -4,045 -2%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$12.3M -$71K -1,008 -0.6%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$12.3M +$830K +11,788 +7%
CCB
142
Country Club Bank
Missouri
$12.1M -$106K -1,498 -0.9%
FNBT
143
FineMark National Bank & Trust
Florida
$12.1M -$73K -1,037 -0.6%
FGI
144
Foresight Global Investors
New York
$11.9M +$39.1K +555 +0.3%
EPAM
145
Euro Pacific Asset Management
Puerto Rico
$11.8M -$363K -5,152 -3%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$11.6M +$939K +13,337 +9%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$11.4M +$2.52M +35,480 +28%
Two Sigma Advisers
148
Two Sigma Advisers
New York
$11.3M -$38.9M -553,000 -78%
EIA
149
Edgemoor Investment Advisors
Maryland
$11.2M +$118K +1,680 +1%
QCM
150
Quantinno Capital Management
New York
$11.1M +$2.32M +32,990 +26%
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