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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
PFM
426
Potomac Fund Management
Florida
$1.73M +$209K +3,099 +13%
SRC
427
Shufro Rose & Co
New York
$1.72M +$206K +3,064 +15%
MFIM
428
Mesirow Financial Investment Management
Illinois
$1.72M -$7.21K -107 -0.5%
AWE
429
Avidian Wealth Enterprises
Texas
$1.72M +$115K +1,712 +8%
TCM
430
Tandem Capital Management
New Jersey
$1.71M -$23.4K -348 -1%
GFG
431
Greystone Financial Group
Michigan
$1.71M -$8.08K -120 -0.5%
SWM
432
Sendero Wealth Management
Texas
$1.7M -$41.6K -617 -3%
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$1.7M +$27.8K +412 +2%
PNC
434
Park National Corp
Ohio
$1.7M -$288K -4,270 -16%
BG
435
Bollard Group
Massachusetts
$1.69M +$17.8K +264 +1%
SCM
436
Sterling Capital Management
North Carolina
$1.69M -$23K -342 -1%
CIM
437
Confluence Investment Management
Missouri
$1.67M +$53.2K +790 +4%
GWAG
438
Garrett Wealth Advisory Group
Texas
$1.66M +$198K +2,938 +15%
LBC
439
Lowe Brockenbrough & Co
Virginia
$1.64M -$32.5K -483 -2%
EM
440
Excalibur Management
Massachusetts
$1.64M -$1.28K -19 -0.1%
HAG
441
HighPoint Advisor Group
Illinois
$1.61M +$4.18K +62 +0.3%
AA
442
Altman Advisors
Illinois
$1.61M +$56.5K +838 +3%
BO
443
Bank OZK
Arkansas
$1.59M +$300K +4,455 +26%
HCMT
444
Highland Capital Management (Tennessee)
Tennessee
$1.59M -$121K -1,793 -8%
EWA
445
EP Wealth Advisors
California
$1.59M +$520K +7,717 +55%
CA
446
Clearstead Advisors
Ohio
$1.59M -$92.5K -1,373 -6%
MMA
447
Miracle Mile Advisors
California
$1.58M -$56.4K -837 -4%
BTI
448
Blue Trust Inc
Georgia
$1.58M +$139K +2,056 +11%
HH
449
Hilltop Holdings
Texas
$1.58M +$16.4K +243 +1%
IIM
450
Ipswich Investment Management
Massachusetts
$1.56M +$90.7K +1,346 +7%

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.