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
QCM
151
Quantinno Capital Management
New York
$11.1M
TAM
152
Tocqueville Asset Management
New York
$11.1M
CK
153
Cohen Klingenstein
New York
$11.1M
QC
154
Quadrature Capital
United Kingdom
$10.9M
Mirae Asset Global ETFs Holdings
155
Mirae Asset Global ETFs Holdings
Hong Kong
$10.8M
IWA
156
IBEX Wealth Advisors
New Jersey
$10.7M
PFS
157
Prospera Financial Services
Texas
$10.6M
AHC
158
Adell Harriman & Carpenter
Texas
$10.1M
WC
159
Woodstock Corp
Massachusetts
$10.1M
SF
160
Synovus Financial
Georgia
$9.92M
MML Investors Services
161
MML Investors Services
Massachusetts
$9.69M
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$9.65M
CII
163
Capital International Inc
California
$9.58M
SIA
164
Sit Investment Associates
Minnesota
$9.58M
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$9.42M
BFA
166
Bragg Financial Advisors
North Carolina
$9.41M
VPIM
167
Vanguard Personalized Indexing Management
California
$9.18M
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$9.15M
CRC
169
Curi RMB Capital
Illinois
$9.08M
AAS
170
Avantax Advisory Services
Texas
$8.89M
Grantham, Mayo, Van Otterloo & Co (GMO)
171
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.86M
YIH
172
Y-Intercept (HK)
Hong Kong
$8.82M
CCM
173
Callodine Capital Management
Massachusetts
$8.8M
Osaic Holdings
174
Osaic Holdings
Arizona
$8.63M
Federated Hermes
175
Federated Hermes
Pennsylvania
$8.34M