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
BCM
126
Becker Capital Management
Oregon
$15.1M
M&T Bank
127
M&T Bank
New York
$15.1M
SCM
128
SCS Capital Management
Massachusetts
$14.7M
Citigroup
129
Citigroup
New York
$14.6M
WCM
130
Wedge Capital Management
North Carolina
$14.3M
HF
131
HRT Financial
New York
$14.2M
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$14M
SCP
133
Stamos Capital Partners
California
$13.5M
AIA
134
Allied Investment Advisors
Montana
$13M
GIM
135
Glenmede Investment Management
Pennsylvania
$13M
ECM
136
Evergreen Capital Management
Washington
$12.9M
VHAM
137
Van Hulzen Asset Management
California
$12.9M
DADC
138
D.A. Davidson & Co
Montana
$12.8M
OAM
139
Oppenheimer Asset Management
New York
$12.5M
HCM
140
Huber Capital Management
California
$12.3M
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$12.3M
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$12.3M
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$12.3M
CCB
144
Country Club Bank
Missouri
$12.1M
FNBT
145
FineMark National Bank & Trust
Florida
$12.1M
FGI
146
Foresight Global Investors
New York
$11.9M
EPAM
147
Euro Pacific Asset Management
Puerto Rico
$11.8M
Osaic Holdings
148
Osaic Holdings
Arizona
$11.7M
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$11.6M
Jones Financial Companies
150
Jones Financial Companies
Missouri
$11.4M