SHEL icon

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 %
Brown Advisory
301
Brown Advisory
Maryland
$3.1M +$29.3K +400 +1%
MCM
302
Mitchell Capital Management
Kansas
$3.09M +$67.2K +917 +2%
CT
303
Chicago Trust
Illinois
$3.08M +$71.4K +975 +2%
IAN
304
Integrated Advisors Network
Texas
$3.02M +$2.27M +30,943 +300%
BAAM
305
Baker Avenue Asset Management
California
$3.02M +$167K +2,275 +6%
AF
306
Aviso Financial
Ontario, Canada
$3.02M +$232K +3,165 +8%
FFM
307
Forum Financial Management
Illinois
$3M – – –
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$2.97M +$65.4K +893 +2%
CAM
309
Columbia Asset Management
Michigan
$2.96M -$125K -1,700 -4%
State Street
310
State Street
Massachusetts
$2.94M +$20.7K +282 +0.7%
SCTC
311
Sanibel Captiva Trust Company
Florida
$2.89M -$83K -1,132 -3%
AMG
312
Advisors Management Group
Wisconsin
$2.84M -$10.1K -138 -0.4%
DMC
313
Drexel Morgan & Co
Pennsylvania
$2.82M – – –
AFG
314
Atomi Financial Group
New York
$2.82M +$997K +13,602 +55%
Lido Advisors
315
Lido Advisors
California
$2.79M +$769K +10,493 +38%
HCA
316
Horan Capital Advisors
Ohio
$2.78M -$31.4K -429 -1%
CG
317
Caprock Group
Idaho
$2.77M +$507K +6,915 +22%
AAM
318
Advisors Asset Management
Colorado
$2.75M -$27.3K -372 -1%
SPIA
319
Steward Partners Investment Advisory
New York
$2.74M -$332K -4,524 -11%
NW
320
NewEdge Wealth
Pennsylvania
$2.73M +$212K +2,899 +8%
AWA
321
Arkadios Wealth Advisors
Georgia
$2.71M +$1.54M +21,016 +131%
AS
322
Altshuler Shaham
Israel
$2.71M +$513K +7,000 +23%
ATPW
323
Ashton Thomas Private Wealth
Arizona
$2.71M +$577K +7,875 +27%
NSLI
324
Nan Shan Life Insurance
Taiwan
$2.7M – – –
CA
325
Continental Advisors
Utah
$2.68M – – –
11 12
13
14 15