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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
S
376
SimplyRich
California
$2.15M +$192K +2,851 +11%
EARNEST Partners
377
EARNEST Partners
Georgia
$2.15M -$273K -4,054 -12%
RCG
378
Regatta Capital Group
California
$2.14M +$59.6K +884 +3%
SC
379
Stolper & Co
Oklahoma
$2.12M +$16.5K +245 +0.9%
IWM
380
Iams Wealth Management
Nebraska
$2.12M -$112K -1,667 -5%
GLR
381
Great Lakes Retirement
Ohio
$2.11M +$114K +1,698 +6%
BMA
382
Brooks Moore & Associates
Tennessee
$2.09M -$13.5K -201 -0.7%
JWCA
383
J.W. Cole Advisors
Florida
$2.08M +$911K +13,528 +91%
OWA
384
Octavia Wealth Advisors
Ohio
$2.06M -$222K -3,290 -10%
WSCM
385
Wellington Shields Capital Management
New York
$2.05M +$241K +3,575 +15%
ST
386
Sentinel Trust
Texas
$2.02M
UCFA
387
United Capital Financial Advisors
Texas
$2M +$90.1K +1,337 +5%
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
$2M +$101K +1,500 +6%
WPC
389
Waters Parkerson & Co
Louisiana
$1.99M +$20.2K +300 +1%
CT
390
Caldwell Trust
Florida
$1.98M +$250K +3,713 +16%
PCIA
391
Prime Capital Investment Advisors
Kansas
$1.98M +$702K +10,424 +63%
CCM
392
Cinctive Capital Management
New York
$1.97M -$3.35M -49,691 -65%
Barclays
393
Barclays
United Kingdom
$1.96M +$1.28M +18,944 +242%
AWS
394
Atria Wealth Solutions
New York
$1.95M -$1.21M -18,014 -40%
MA
395
Montag & Associates
Georgia
$1.95M +$5.05K +75 +0.3%
LFAS
396
Level Four Advisory Services
Texas
$1.95M +$266K +3,953 +17%
SWP
397
Stratos Wealth Partners
Ohio
$1.94M -$187K -2,773 -9%
GCC
398
Game Creek Capital
Massachusetts
$1.94M
TPCW
399
TD Private Client Wealth
New York
$1.94M +$63.2K +938 +4%
WTC
400
WhitTier Trust Company
Nevada
$1.91M +$66.6K +989 +4%

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.