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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 %
AC
326
Asio Capital
Kentucky
$2.67M -$938K -12,801 -26%
KPWS
327
Kestra Private Wealth Services
Texas
$2.67M -$39.9K -544 -1%
YCM
328
Yousif Capital Management
Michigan
$2.66M – – –
IWC
329
Integrated Wealth Concepts
Massachusetts
$2.65M -$64.5K -880 -2%
FA
330
Fiduciary Alliance
South Carolina
$2.65M +$58K +792 +2%
FWM
331
Forefront Wealth Management
Pennsylvania
$2.64M +$6.89K +94 +0.3%
CCM
332
CAAS Capital Management
New York
$2.64M – – –
PAG
333
Private Advisor Group
New Jersey
$2.62M +$192K +2,623 +8%
NCM
334
Nelson Capital Management
California
$2.6M -$39.3K -536 -1%
PWG
335
Portside Wealth Group
Utah
$2.59M +$596K +8,130 +30%
KCM
336
Kanawha Capital Management
Virginia
$2.58M -$115K -1,575 -4%
BPA
337
Beacon Pointe Advisors
California
$2.57M +$83.7K +1,142 +3%
ASN
338
Advisory Services Network
Georgia
$2.56M +$84.7K +1,156 +3%
PWW
339
Pettyjohn Wood & White
Virginia
$2.55M -$158K -2,152 -6%
RG
340
Rathbones Group
United Kingdom
$2.53M -$7.03M -96,220 -74%
Squarepoint
341
Squarepoint
New York
$2.52M -$4.6M -62,822 -65%
MCM
342
Mill Capital Management
North Carolina
$2.51M +$11.1K +152 +0.4%
RWA
343
Roberts Wealth Advisors
California
$2.46M -$1.54K -21 -0.1%
SIA
344
Schechter Investment Advisors
Michigan
$2.46M -$115K -1,574 -4%
CB
345
Commerce Bank
Missouri
$2.45M -$320K -4,368 -12%
WA
346
Wambolt & Associates
Colorado
$2.44M +$47.1K +645 +2%
BP
347
BBR Partners
New York
$2.41M – – –
SCA
348
Snowden Capital Advisors
New York
$2.39M -$138K -1,881 -5%
AQR Capital Management
349
AQR Capital Management
Connecticut
$2.39M +$983K +13,419 +70%
CCP
350
Crocodile Capital Partners
Germany
$2.38M – – –
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