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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 %
LIM
451
Leavell Investment Management
Alabama
$1.54M +$6.6K +90 +0.4%
Balyasny Asset Management
452
Balyasny Asset Management
Illinois
$1.54M -$41.1M -561,340 -96%
GAG
453
GM Advisory Group
New York
$1.54M -$41.2K -562 -3%
AGWCA
454
Annis Gardner Whiting Capital Advisors
Florida
$1.53M – – –
HA
455
Herold Advisors
New York
$1.53M +$586 +8 +0%
RSC
456
Red Spruce Capital
Pennsylvania
$1.52M +$19.3K +264 +1%
Capital Fund Management (CFM)
457
Capital Fund Management (CFM)
France
$1.51M +$1.51M +20,568 New
BIA
458
Barry Investment Advisors
Massachusetts
$1.51M +$16.6K +226 +1%
HFS
459
Hantz Financial Services
Michigan
$1.49M +$57.9K +790 +4%
Kovitz Investment Group Partners
460
Kovitz Investment Group Partners
Illinois
$1.49M +$814K +11,106 +120%
BEAM
461
Baker Ellis Asset Management
Washington
$1.49M +$242K +3,300 +19%
WB
462
WesBanco Bank
West Virginia
$1.48M -$45K -614 -3%
QIM
463
Quest Investment Management
Oregon
$1.47M – – –
RIA
464
Recurrent Investment Advisors
Texas
$1.46M +$1.46M +52,088 New
Luther King Capital Management (LKCM)
465
Luther King Capital Management (LKCM)
Texas
$1.45M -$58.3K -795 -4%
BFIM
466
Beese Fulmer Investment Management
Ohio
$1.45M +$2.49K +34 +0.2%
OWP
467
Obermeyer Wealth Partners
Colorado
$1.43M +$14.1K +192 +1%
SIG
468
Stonegate Investment Group
Alabama
$1.43M +$516K +7,042 +56%
AWA
469
Aaron Wealth Advisors
Illinois
$1.43M +$53.5K +730 +4%
IDBONY
470
Israel Discount Bank of New York
New York
$1.42M – – –
WFI
471
West Family Investments
California
$1.42M -$31.1K -425 -2%
SC
472
Solstein Capital
California
$1.41M – – –
ACA
473
American Capital Advisory
Idaho
$1.4M +$293 +4 +0%
Allspring Global Investments
474
Allspring Global Investments
North Carolina
$1.4M +$59.1K +815 +4%
PA
475
Parallel Advisors
California
$1.4M -$332K -4,526 -19%
17 18
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