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1,413 hedge funds and large institutions have $28.6B invested in Shell in 2025 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 514 increasing their positions, 479 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $993M | Put options by funds: $530M

60% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 92

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

2% more funds holding

Funds holding: 1,3801,413 (+33)

7% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 479

0.27% more ownership

Funds ownership: 6.2%6.47% (+0.27%)

Holders
1,413
Holders Change
+33
Holders Change %
+2.39%
% of All Funds
18.95%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.38%
New
147
Increased
514
Reduced
479
Closed
92
Calls
$993M
Puts
$530M
Net Calls
+$463M
Net Calls Change
-$58M
Name Holding Trade Value Shares
Change
Change in
Stake
P
251
&Partners
Tennessee
$4.59M +$324K +4,812 +8%
AFP
252
Ausdal Financial Partners
Iowa
$4.58M -$127K -1,878 -3%
SBH
253
Segall Bryant & Hamill
Illinois
$4.55M -$11.3K -168 -0.3%
SS
254
SBI Securities
Japan
$4.54M +$484K +7,186 +13%
BCM
255
Beddow Capital Management
Wyoming
$4.53M -$10.1K -150 -0.2%
NW
256
Naviter Wealth
Arkansas
$4.52M +$24.7K +366 +0.6%
CAM
257
Cresset Asset Management
Illinois
$4.49M +$1.65M +24,472 +66%
GAM
258
Griffin Asset Management
New York
$4.48M +$1.89K +28 +0%
BCM
259
Brookmont Capital Management
Texas
$4.48M -$186K -2,760 -4%
PVM
260
Palogic Value Management
Texas
$4.44M -$1.01M -15,004 -20%
EWA
261
Exencial Wealth Advisors
Oklahoma
$4.41M +$97.1K +1,442 +2%
ITC
262
Inspire Trust Company
Nevada
$4.4M
AI
263
Atria Investments
North Carolina
$4.39M +$71.3K +1,058 +2%
DHC
264
Drum Hill Capital
Connecticut
$4.34M -$14.3K -213 -0.4%
GHAM
265
Gilman Hill Asset Management
Connecticut
$4.34M +$158K +2,350 +4%
S
266
SignatureFD
Georgia
$4.33M +$373K +5,533 +10%
FSA
267
Fort Sheridan Advisors
Illinois
$4.32M -$96K -1,425 -2%
VA
268
Vident Advisory
Georgia
$4.28M +$741K +11,000 +23%
YC
269
Yarbrough Capital
Tennessee
$4.22M
Dodge & Cox
270
Dodge & Cox
California
$4.21M -$10.1K -150 -0.3%
DAM
271
Deltec Asset Management
New York
$4.19M
OCAM
272
Onex Canada Asset Management
Ontario, Canada
$4.17M +$3.84M +56,955 New
PAI
273
Pittenger & Anderson Inc
Nebraska
$4.11M
CCMINC
274
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.1M -$5.05K -75 -0.1%
AA
275
ABC Arbitrage
France
$4.06M +$3.74M +55,447 New

SHEL Hedge Fund Activity: Q1 2025 in Review

1,413 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2025, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SHEL positions and 92 closed out — a net gain of 55 holders — while 514 added to existing stakes and 479 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $476M. The largest seller was Millennium Management, cutting an estimated $236M.

  • 1,413 institutional investors held Shell (SHEL) as of Q1 2025, up from 1,380 in Q4 2024.
  • Funds reported $28.6B of Shell stock for Q1 2025, up 15% quarter-over-quarter.
  • 147 funds opened new Shell positions in Q1 2025 and 92 closed out, a net change of +55 holders.
  • The largest Shell buyer in Q1 2025 was Fidelity Investments, an estimated $476M added.
  • The largest Shell seller in Q1 2025 was Millennium Management, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2025.