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
M&T Bank
126
M&T Bank
New York
$15.1M
SCM
127
SCS Capital Management
Massachusetts
$14.7M
Citigroup
128
Citigroup
New York
$14.6M
WCM
129
Wedge Capital Management
North Carolina
$14.3M
HF
130
HRT Financial
New York
$14.2M
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$14M
SCP
132
Stamos Capital Partners
California
$13.5M
AIA
133
Allied Investment Advisors
Montana
$13M
GIM
134
Glenmede Investment Management
Pennsylvania
$13M
ECM
135
Evergreen Capital Management
Washington
$12.9M
VHAM
136
Van Hulzen Asset Management
California
$12.9M
DADC
137
D.A. Davidson & Co
Montana
$12.8M
OAM
138
Oppenheimer Asset Management
New York
$12.5M
HCM
139
Huber Capital Management
California
$12.3M
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$12.3M
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$12.3M
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$12.3M
CCB
143
Country Club Bank
Missouri
$12.1M
FNBT
144
FineMark National Bank & Trust
Florida
$12.1M
FGI
145
Foresight Global Investors
New York
$11.9M
EPAM
146
Euro Pacific Asset Management
Puerto Rico
$11.8M
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$11.6M
Jones Financial Companies
148
Jones Financial Companies
Missouri
$11.4M
Two Sigma Advisers
149
Two Sigma Advisers
New York
$11.3M
EIA
150
Edgemoor Investment Advisors
Maryland
$11.2M