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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
ATPW
326
Ashton Thomas Private Wealth
Arizona
$2.71M +$531K +7,875 +27%
NSLI
327
Nan Shan Life Insurance
Taiwan
$2.7M
CA
328
Continental Advisors
Utah
$2.68M
AC
329
Asio Capital
Kentucky
$2.67M -$862K -12,801 -26%
KPWS
330
Kestra Private Wealth Services
Texas
$2.67M -$36.6K -544 -1%
YCM
331
Yousif Capital Management
Michigan
$2.66M
IWC
332
Integrated Wealth Concepts
Massachusetts
$2.65M -$59.3K -880 -2%
FA
333
Fiduciary Alliance
South Carolina
$2.65M +$53.4K +792 +2%
FWM
334
Forefront Wealth Management
Pennsylvania
$2.64M +$6.33K +94 +0.3%
CCM
335
CAAS Capital Management
New York
$2.64M
PAG
336
Private Advisor Group
New Jersey
$2.62M +$177K +2,623 +8%
NCM
337
Nelson Capital Management
California
$2.6M -$36.1K -536 -1%
PWG
338
Portside Wealth Group
Utah
$2.59M +$548K +8,130 +30%
KCM
339
Kanawha Capital Management
Virginia
$2.58M -$106K -1,575 -4%
BPA
340
Beacon Pointe Advisors
California
$2.57M +$76.9K +1,142 +3%
ASN
341
Advisory Services Network
Georgia
$2.56M +$77.9K +1,156 +3%
PWW
342
Pettyjohn Wood & White
Virginia
$2.55M -$145K -2,152 -6%
RG
343
Rathbones Group
United Kingdom
$2.53M -$6.48M -96,220 -74%
Squarepoint
344
Squarepoint
New York
$2.52M -$4.23M -62,822 -65%
MCM
345
Mill Capital Management
North Carolina
$2.51M +$10.2K +152 +0.4%
RWA
346
Roberts Wealth Advisors
California
$2.46M -$1.42K -21 -0.1%
SIA
347
Schechter Investment Advisors
Michigan
$2.46M -$106K -1,574 -4%
CB
348
Commerce Bank
Missouri
$2.45M -$294K -4,368 -12%
WA
349
Wambolt & Associates
Colorado
$2.44M +$43.5K +645 +2%
BP
350
BBR Partners
New York
$2.41M

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.