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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
SCA
351
Snowden Capital Advisors
New York
$2.39M -$127K -1,881 -5%
AQR Capital Management
352
AQR Capital Management
Connecticut
$2.39M +$904K +13,419 +70%
CCP
353
Crocodile Capital Partners
Germany
$2.38M
SC
354
Scotia Capital
Ontario, Canada
$2.38M -$120K -1,783 -5%
RBWA
355
RFG - Bristol Wealth Advisors
Massachusetts
$2.35M
BG
356
Bahl & Gaynor
Ohio
$2.35M -$189K -2,800 -8%
HAG
357
HF Advisory Group
Maryland
$2.34M +$162K +2,406 +8%
SB
358
Simmons Bank
Arkansas
$2.29M -$2.76K -41 -0.1%
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
$2.28M +$771K +11,440 +58%
HIM
360
Harbour Investment Management
Washington
$2.28M -$16.2K -240 -0.8%
WT
361
Whittier Trust
California
$2.26M +$138K +2,042 +7%
PWM
362
Perigon Wealth Management
California
$2.26M -$943 -14 -0%
IC
363
IEQ Capital
California
$2.25M -$474K -7,040 -19%
SC
364
Sierra Capital
Florida
$2.25M -$135 -2 -0%
DAS
365
DMKC Advisory Services
Iowa
$2.24M +$13.4K +199 +0.7%
LCAM
366
London & Capital Asset Management
United Kingdom
$2.23M +$939K +13,941 +84%
IP
367
Interval Partners
New York
$2.22M -$703K -10,442 -26%
AW
368
Apricus Wealth
South Carolina
$2.22M +$263K +3,900 +15%
CSA
369
Cornerstone Select Advisors
Missouri
$2.21M -$12.7K -188 -0.6%
AF
370
Allworth Financial
California
$2.21M +$331K +4,911 +17%
BC
371
Burney Company
Virginia
$2.2M +$3.44K +51 +0.2%
SWM
372
SeaCrest Wealth Management
New York
$2.18M +$139K +2,059 +7%
CCIA
373
Campbell & Co Investment Adviser
Maryland
$2.17M -$2.31M -34,245 -54%
AWAG
374
ARS Wealth Advisors Group
Florida
$2.17M -$64.2K -953 -3%
CS
375
Cannell & Spears
New York
$2.16M -$236K -3,510 -11%

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.