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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 %
SC
376
Stolper & Co
Oklahoma
$2.12M +$18K +245 +0.9%
IWM
377
Iams Wealth Management
Nebraska
$2.12M -$122K -1,667 -5%
GLR
378
Great Lakes Retirement
Ohio
$2.11M +$124K +1,698 +6%
BMA
379
Brooks Moore & Associates
Tennessee
$2.09M -$14.7K -201 -0.7%
JWCA
380
J.W. Cole Advisors
Florida
$2.08M +$991K +13,528 +91%
OWA
381
Octavia Wealth Advisors
Ohio
$2.06M -$241K -3,290 -10%
WSCM
382
Wellington Shields Capital Management
New York
$2.05M +$262K +3,575 +15%
ST
383
Sentinel Trust
Texas
$2.02M – – –
UCFA
384
United Capital Financial Advisors
Texas
$2M +$98K +1,337 +5%
Acadian Asset Management
385
Acadian Asset Management
Massachusetts
$2M +$110K +1,500 +6%
WPC
386
Waters Parkerson & Co
Louisiana
$1.99M +$22K +300 +1%
PCIA
387
Prime Capital Investment Advisors
Kansas
$1.98M +$764K +10,424 +63%
CCM
388
Cinctive Capital Management
New York
$1.97M -$3.64M -49,691 -65%
Barclays
389
Barclays
United Kingdom
$1.96M +$1.39M +18,944 +242%
AWS
390
Atria Wealth Solutions
New York
$1.95M -$1.32M -18,014 -40%
MA
391
Montag & Associates
Georgia
$1.95M +$5.5K +75 +0.3%
LFAS
392
Level Four Advisory Services
Texas
$1.95M +$290K +3,953 +17%
SWP
393
Stratos Wealth Partners
Ohio
$1.94M -$203K -2,773 -9%
GCC
394
Game Creek Capital
Massachusetts
$1.94M – – –
TPCW
395
TD Private Client Wealth
New York
$1.94M +$68.7K +938 +4%
WTC
396
WhitTier Trust Company
Nevada
$1.91M +$72.5K +989 +4%
IAS
397
Insigneo Advisory Services
Florida
$1.88M -$51.6K -704 -3%
CI
398
Cherokee Insurance
Michigan
$1.86M – – –
TRCT
399
Tower Research Capital (TRC)
New York
$1.85M +$1.5M +20,444 +421%
FM
400
Foster & Motley
Ohio
$1.85M -$150K -2,043 -7%
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