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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
SC
476
Solstein Capital
California
$1.41M
ACA
477
American Capital Advisory
Idaho
$1.4M +$269 +4 +0%
Allspring Global Investments
478
Allspring Global Investments
North Carolina
$1.4M +$54.9K +815 +4%
PA
479
Parallel Advisors
California
$1.4M -$305K -4,526 -19%
WA
480
WealthTrust Axiom
Pennsylvania
$1.39M +$4.51K +67 +0.4%
IC
481
Inscription Capital
Texas
$1.38M +$1.39M +20,613 New
MWM
482
Manske Wealth Management
Texas
$1.38M +$36.7K +545 +3%
MFG
483
MidWestOne Financial Group
Iowa
$1.37M -$439K -6,524 -26%
UIM
484
Unified Investment Management
Georgia
$1.37M +$18.6K +276 +1%
GT
485
Greenleaf Trust
Michigan
$1.37M -$7.88K -117 -0.6%
IAA
486
Independent Advisor Alliance
North Carolina
$1.36M +$66.8K +992 +6%
GS
487
GWN Securities
Florida
$1.36M +$1.36M +20,214 New
HSBC Holdings
488
HSBC Holdings
United Kingdom
$1.35M -$42.6K -633 -3%
CL
489
COWA LLC
Oklahoma
$1.35M +$1.89K +28 +0.2%
LI
490
Louisbourg Investments
New Brunswick, Canada
$1.34M
PS
491
Principal Securities
Iowa
$1.34M +$2.83K +42 +0.2%
CIG
492
Cullen Investment Group
Louisiana
$1.33M -$185K -2,741 -13%
SSA
493
Schonfeld Strategic Advisors
New York
$1.33M -$1.39M -20,674 -53%
PC
494
Permanens Capital
New York
$1.31M +$395K +5,859 +48%
PP
495
Pingora Partners
Wyoming
$1.31M -$99K -1,470 -8%
Envestnet Portfolio Solutions
496
Envestnet Portfolio Solutions
Illinois
$1.31M -$1.83M -27,234 -60%
EPIM
497
Evelyn Partners Investment Management
$1.27M -$4.92K -73 -0.4%
SAM
498
Smartleaf Asset Management
Massachusetts
$1.26M +$265K +3,941 +29%
MNBTD
499
Moody National Bank Trust Division
Texas
$1.26M +$502K +7,456 +76%
MG
500
Mather Group
Illinois
$1.26M +$35K +520 +3%

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.