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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 %
SI
276
Stephens Inc
Arkansas
$3.99M -$2.39M -32,589 -37%
BCCM
277
Bridge Creek Capital Management
Massachusetts
$3.87M -$56.1K -765 -1%
AssetMark Inc
278
AssetMark Inc
California
$3.8M +$62K +846 +2%
HNB
279
Huntington National Bank
Ohio
$3.8M -$495K -6,759 -12%
SFA
280
Sequoia Financial Advisors
Ohio
$3.63M +$133K +1,814 +4%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$3.61M -$254K -3,462 -7%
OC
282
Oppenheimer & Co
New York
$3.58M +$27.7K +378 +0.8%
RFC
283
Regions Financial Corp
Alabama
$3.56M -$74.5K -1,016 -2%
CIA
284
Concurrent Investment Advisors
Florida
$3.56M +$777K +10,606 +28%
HWM
285
HB Wealth Management
Georgia
$3.53M +$1.03M +14,098 +41%
P
286
Pitcairn
Pennsylvania
$3.47M -$11.3K -154 -0.3%
MC
287
Moors & Cabot
Massachusetts
$3.45M -$49.4K -674 -1%
CFB
288
Cullen/Frost Bankers
Texas
$3.34M +$469K +6,402 +16%
BFG
289
Bleakley Financial Group
New Jersey
$3.33M +$132K +1,800 +4%
WSFS
290
Wilmington Savings Fund Society
Delaware
$3.32M -$16.3K -222 -0.5%
JAM
291
JCIC Asset Management
Ontario, Canada
$3.32M -$60.5K -826 -2%
CF
292
Cantor Fitzgerald
New York
$3.31M +$3.31M +45,224 New
LM
293
Lincluden Management
Ontario, Canada
$3.29M +$3.29M +44,874 New
ET
294
Entropy Technologies
New York
$3.27M +$2.08M +28,333 +174%
GWM
295
Glass Wealth Management
Texas
$3.23M +$45.8K +625 +1%
RC
296
Reik & Co
New York
$3.22M -$78K -1,065 -2%
VAS
297
Vestmark Advisory Solutions
Massachusetts
$3.19M +$1.46M +19,957 +85%
SCM
298
SCS Capital Management
Massachusetts
$3.18M +$3.18M +43,425 New
CFO
299
Callan Family Office
Pennsylvania
$3.12M -$372K -5,073 -11%
MHIC
300
Marble Harbor Investment Counsel
Massachusetts
$3.11M -$101K -1,375 -3%
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