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Shell
SHEL

Overview Fund Activity

1,388 hedge funds and large institutions have $28.3B invested in Shell in 2025 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 505 increasing their positions, 469 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+31
Holders Change %
+2.28%
% of All Funds
18.85%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.38%
New
147
Increased
505
Reduced
469
Closed
90
Calls
$993M
Puts
$530M
Net Calls
+$463M
Net Calls Change
-$58M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$518M
2
Capital World Investors
Capital World Investors
California
+$512M
3
GQG Partners
GQG Partners
Florida
+$210M
4
Raymond James Financial
Raymond James Financial
Florida
+$110M
5
Citadel Advisors
Citadel Advisors
Florida
+$92.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$257M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$84.8M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$79.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
226
Regency Capital Management
Hawaii
$5.44M -$2.32M -31,605 -30%
USCWA
227
U.S. Capital Wealth Advisors
Texas
$5.35M -$443K -6,049 -8%
MCM
228
MAI Capital Management
Ohio
$5.24M -$128K -1,748 -2%
HAM
229
Hedges Asset Management
Nevada
$5.21M -$121K -1,650 -2%
RA
230
Royce & Associates
New York
$5.13M – – –
BCI
231
Brinker Capital Investments
Pennsylvania
$5.12M +$506K +6,907 +11%
OPS
232
Orion Portfolio Solutions
Nebraska
$5.12M +$506K +6,907 +11%
AG
233
Advocate Group
Minnesota
$5.1M +$18.1K +247 +0.4%
TPSF
234
Texas Permanent School Fund
Texas
$5.07M +$5.07M +78,649 New
FT
235
Fiduciary Trust
Massachusetts
$5.03M +$272K +3,708 +6%
YIA
236
YHB Investment Advisors
Connecticut
$5.03M +$194K +2,649 +4%
HCP
237
Hiddenite Capital Partners
New York
$5.02M – – –
Lazard Asset Management
238
Lazard Asset Management
New York
$4.99M -$933K -12,736 -16%
KB
239
Kimelman & Baird
New York
$4.85M – – –
BFS
240
Bard Financial Services
Connecticut
$4.84M +$36.6K +500 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
241
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.82M -$10.1M -138,005 -68%
KAS
242
Kestra Advisory Services
Texas
$4.82M -$278K -3,798 -5%
BBNA
243
Bremer Bank National Association
Minnesota
$4.76M +$278K +3,791 +6%
William Blair & Company
244
William Blair & Company
Illinois
$4.68M -$72.3K -986 -2%
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$4.65M -$244K -3,327 -5%
WAM
246
Weatherly Asset Management
California
$4.64M +$63.5K +867 +1%
MPM
247
Meritage Portfolio Management
Kansas
$4.62M +$2.4M +32,707 +108%
ACIM
248
Azimuth Capital Investment Management
Michigan
$4.62M -$7.33K -100 -0.2%
P
249
&Partners
Tennessee
$4.59M +$348K +4,812 +8%
AFP
250
Ausdal Financial Partners
Iowa
$4.58M -$138K -1,878 -3%
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