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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 %
TAM
151
Tocqueville Asset Management
New York
$11.1M -$569K -8,081 -5%
CK
152
Cohen Klingenstein
New York
$11.1M – – –
QC
153
Quadrature Capital
United Kingdom
$10.9M +$10.9M +155,336 New
Mirae Asset Global ETFs Holdings
154
Mirae Asset Global ETFs Holdings
Hong Kong
$10.8M +$799K +11,343 +8%
IWA
155
IBEX Wealth Advisors
New Jersey
$10.7M +$413K +5,872 +4%
PFS
156
Prospera Financial Services
Texas
$10.6M +$541K +7,679 +5%
AHC
157
Adell Harriman & Carpenter
Texas
$10.1M +$262K +3,719 +3%
WC
158
Woodstock Corp
Massachusetts
$10.1M -$19.4K -276 -0.2%
SF
159
Synovus Financial
Georgia
$9.92M +$523K +7,429 +6%
MML Investors Services
160
MML Investors Services
Massachusetts
$9.69M +$1.17M +16,626 +14%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$9.65M +$505K +7,179 +6%
CII
162
Capital International Inc
California
$9.58M +$3.27M +46,493 +52%
SIA
163
Sit Investment Associates
Minnesota
$9.58M -$54.2K -770 -0.6%
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$9.42M -$4.4M -62,555 -32%
BFA
165
Bragg Financial Advisors
North Carolina
$9.41M -$78.9K -1,120 -0.8%
VPIM
166
Vanguard Personalized Indexing Management
California
$9.18M +$187K +2,650 +2%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$9.15M +$226K +3,206 +3%
CRC
168
Curi RMB Capital
Illinois
$9.08M -$701K -9,961 -7%
AAS
169
Avantax Advisory Services
Texas
$8.89M +$330K +4,690 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.86M -$676K -9,601 -7%
YIH
171
Y-Intercept (HK)
Hong Kong
$8.82M +$2.78M +39,477 +46%
CCM
172
Callodine Capital Management
Massachusetts
$8.8M +$8.8M +125,000 New
Osaic Holdings
173
Osaic Holdings
Arizona
$8.63M -$1.18M -18,184 -12%
Federated Hermes
174
Federated Hermes
Pennsylvania
$8.34M -$188K -2,668 -2%
JCM
175
Janney Capital Management
Pennsylvania
$8.28M -$150K -2,124 -2%
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