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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 %
TCM
426
Tandem Capital Management
New Jersey
$1.71M -$25.5K -348 -1%
GFG
427
Greystone Financial Group
Michigan
$1.71M -$8.79K -120 -0.5%
SWM
428
Sendero Wealth Management
Texas
$1.7M -$45.2K -617 -3%
TNBTD
429
Trustmark National Bank Trust Department
Mississippi
$1.7M +$30.2K +412 +2%
PNC
430
Park National Corp
Ohio
$1.7M -$313K -4,270 -16%
BG
431
Bollard Group
Massachusetts
$1.69M +$19.3K +264 +1%
SCM
432
Sterling Capital Management
North Carolina
$1.69M -$25.1K -342 -1%
CIM
433
Confluence Investment Management
Missouri
$1.67M +$57.9K +790 +4%
GWAG
434
Garrett Wealth Advisory Group
Texas
$1.66M +$215K +2,938 +15%
LBC
435
Lowe Brockenbrough & Co
Virginia
$1.64M -$35.4K -483 -2%
EM
436
Excalibur Management
Massachusetts
$1.64M -$1.39K -19 -0.1%
HAG
437
HighPoint Advisor Group
Illinois
$1.61M +$4.06K +62 +0.3%
AA
438
Altman Advisors
Illinois
$1.61M +$54K +838 +3%
BO
439
Bank OZK
Arkansas
$1.59M +$326K +4,455 +26%
HCMT
440
Highland Capital Management (Tennessee)
Tennessee
$1.59M -$131K -1,793 -8%
EWA
441
EP Wealth Advisors
California
$1.59M +$565K +7,717 +55%
CA
442
Clearstead Advisors
Ohio
$1.59M -$101K -1,373 -6%
MMA
443
Miracle Mile Advisors
California
$1.58M -$61.3K -837 -4%
BTI
444
Blue Trust Inc
Georgia
$1.58M +$151K +2,056 +11%
HH
445
Hilltop Holdings
Texas
$1.58M +$17.8K +243 +1%
IIM
446
Ipswich Investment Management
Massachusetts
$1.56M +$98.6K +1,346 +7%
KWM
447
Kingsview Wealth Management
Oregon
$1.56M +$367K +5,002 +31%
MWM
448
Mission Wealth Management
California
$1.56M +$39.6K +540 +3%
FCI
449
Financial Counselors Inc
Kansas
$1.56M -$248K -3,386 -14%
WA
450
Waverly Advisors
Alabama
$1.55M +$123K +1,682 +9%
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