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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 %
KLWA
401
Kelly Lawrence W & Associates
California
$1.85M – – –
PF
402
Phoenix Financial
Israel
$1.82M -$5.51K -75 -0.3%
RhumbLine Advisers
403
RhumbLine Advisers
Massachusetts
$1.82M -$914K -12,476 -33%
JIC
404
Johnson Investment Counsel
Ohio
$1.81M -$80.9K -1,104 -4%
PI
405
PFG Investments
New York
$1.81M -$16.1K -220 -0.9%
VFA
406
Valeo Financial Advisors
Indiana
$1.81M +$42.9K +585 +2%
AWM
407
Absher Wealth Management
North Carolina
$1.8M +$73.2K +999 +4%
PCG
408
Prosperity Consulting Group
Maryland
$1.8M -$77.2K -1,053 -4%
HR
409
Howe & Rusling
New York
$1.79M -$5.35K -73 -0.3%
RFG
410
Range Financial Group
Oregon
$1.79M +$1.79M +24,362 New
BCM
411
BTC Capital Management
Iowa
$1.78M +$85.9K +1,172 +5%
LI
412
LMCG Investments
Massachusetts
$1.78M -$68.2K -930 -4%
MAM
413
Madison Asset Management
Wisconsin
$1.78M -$148K -2,015 -8%
QT
414
Quantbot Technologies
New York
$1.78M +$366K +4,993 +26%
CAS
415
Coppell Advisory Solutions
Texas
$1.77M -$831K -12,689 -32%
CCM
416
Cohen Capital Management
California
$1.77M – – –
4WM
417
44 Wealth Management
Oregon
$1.77M +$329K +4,494 +23%
CAMG
418
CWA Asset Management Group
Florida
$1.76M +$432K +5,895 +33%
GVAG
419
Great Valley Advisor Group
Delaware
$1.74M -$3.53M -48,144 -67%
CCA
420
Checchi Capital Advisers
California
$1.74M +$20.2K +276 +1%
CCM
421
Chilton Capital Management
Texas
$1.74M -$7.48K -102 -0.4%
PFM
422
Potomac Fund Management
Florida
$1.73M +$200K +3,099 +13%
SRC
423
Shufro Rose & Co
New York
$1.72M +$225K +3,064 +15%
MFIM
424
Mesirow Financial Investment Management
Illinois
$1.72M -$7.84K -107 -0.5%
AWE
425
Avidian Wealth Enterprises
Texas
$1.72M +$125K +1,712 +8%
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