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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
KWM
451
Kingsview Wealth Management
Oregon
$1.56M +$337K +5,002 +31%
MWM
452
Mission Wealth Management
California
$1.56M +$36.4K +540 +3%
FCI
453
Financial Counselors Inc
Kansas
$1.56M -$228K -3,386 -14%
WA
454
Waverly Advisors
Alabama
$1.55M +$113K +1,682 +9%
LIM
455
Leavell Investment Management
Alabama
$1.54M +$6.06K +90 +0.4%
Balyasny Asset Management
456
Balyasny Asset Management
Illinois
$1.54M -$37.8M -561,340 -96%
GAG
457
GM Advisory Group
New York
$1.54M -$37.9K -562 -3%
AGWCA
458
Annis Gardner Whiting Capital Advisors
Florida
$1.53M
HA
459
Herold Advisors
New York
$1.53M +$539 +8 +0%
RSC
460
Red Spruce Capital
Pennsylvania
$1.52M +$17.8K +264 +1%
Capital Fund Management (CFM)
461
Capital Fund Management (CFM)
France
$1.51M +$1.39M +20,568 New
BIA
462
Barry Investment Advisors
Massachusetts
$1.51M +$15.2K +226 +1%
HFS
463
Hantz Financial Services
Michigan
$1.49M +$53.2K +790 +4%
Kovitz Investment Group Partners
464
Kovitz Investment Group Partners
Illinois
$1.49M +$748K +11,106 +120%
BEAM
465
Baker Ellis Asset Management
Washington
$1.49M +$222K +3,300 +19%
WB
466
WesBanco Bank
West Virginia
$1.48M -$41.4K -614 -3%
QIM
467
Quest Investment Management
Oregon
$1.47M
RIA
468
Recurrent Investment Advisors
Texas
$1.46M +$3.51M +52,088 New
Luther King Capital Management (LKCM)
469
Luther King Capital Management (LKCM)
Texas
$1.45M -$53.6K -795 -4%
BFIM
470
Beese Fulmer Investment Management
Ohio
$1.45M +$2.29K +34 +0.2%
OWP
471
Obermeyer Wealth Partners
Colorado
$1.43M +$12.9K +192 +1%
SIG
472
Stonegate Investment Group
Alabama
$1.43M +$474K +7,042 +56%
AWA
473
Aaron Wealth Advisors
Illinois
$1.43M +$49.2K +730 +4%
IDBONY
474
Israel Discount Bank of New York
New York
$1.42M
WFI
475
West Family Investments
California
$1.42M -$28.6K -425 -2%

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.