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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
IAS
401
Insigneo Advisory Services
Florida
$1.88M -$47.4K -704 -3%
CI
402
Cherokee Insurance
Michigan
$1.86M
TRCT
403
Tower Research Capital (TRC)
New York
$1.85M +$1.38M +20,444 +421%
FM
404
Foster & Motley
Ohio
$1.85M -$138K -2,043 -7%
KLWA
405
Kelly Lawrence W & Associates
California
$1.85M
PF
406
Phoenix Financial
Israel
$1.82M -$5.05K -75 -0.3%
RhumbLine Advisers
407
RhumbLine Advisers
Massachusetts
$1.82M -$840K -12,476 -33%
JIC
408
Johnson Investment Counsel
Ohio
$1.81M -$74.4K -1,104 -4%
PI
409
PFG Investments
New York
$1.81M -$14.8K -220 -0.9%
VFA
410
Valeo Financial Advisors
Indiana
$1.81M +$39.4K +585 +2%
AWM
411
Absher Wealth Management
North Carolina
$1.8M +$67.3K +999 +4%
PCG
412
Prosperity Consulting Group
Maryland
$1.8M -$70.9K -1,053 -4%
HR
413
Howe & Rusling
New York
$1.79M -$4.92K -73 -0.3%
RFG
414
Range Financial Group
Oregon
$1.79M +$1.64M +24,362 New
BCM
415
BTC Capital Management
Iowa
$1.78M +$79K +1,172 +5%
LI
416
LMCG Investments
Massachusetts
$1.78M -$62.6K -930 -4%
MAM
417
Madison Asset Management
Wisconsin
$1.78M -$136K -2,015 -8%
QT
418
Quantbot Technologies
New York
$1.78M +$336K +4,993 +26%
CAS
419
Coppell Advisory Solutions
Texas
$1.77M -$855K -12,689 -32%
CCM
420
Cohen Capital Management
California
$1.77M
4WM
421
44 Wealth Management
Oregon
$1.77M +$303K +4,494 +23%
CAMG
422
CWA Asset Management Group
Florida
$1.76M +$397K +5,895 +33%
GVAG
423
Great Valley Advisor Group
Delaware
$1.74M -$3.24M -48,144 -67%
CCA
424
Checchi Capital Advisers
California
$1.74M +$18.6K +276 +1%
CCM
425
Chilton Capital Management
Texas
$1.74M -$6.87K -102 -0.4%

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.