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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 %
WA
476
WealthTrust Axiom
Pennsylvania
$1.39M +$4.91K +67 +0.4%
IC
477
Inscription Capital
Texas
$1.38M +$1.38M +20,613 New
MFG
478
MidWestOne Financial Group
Iowa
$1.37M -$478K -6,524 -26%
UIM
479
Unified Investment Management
Georgia
$1.37M +$20.2K +276 +1%
GT
480
Greenleaf Trust
Michigan
$1.37M -$8.57K -117 -0.6%
IAA
481
Independent Advisor Alliance
North Carolina
$1.36M +$72.7K +992 +6%
GS
482
GWN Securities
Florida
$1.36M +$1.36M +20,214 New
HSBC Holdings
483
HSBC Holdings
United Kingdom
$1.35M -$46.4K -633 -3%
CL
484
COWA LLC
Oklahoma
$1.35M +$2.05K +28 +0.2%
LI
485
Louisbourg Investments
New Brunswick, Canada
$1.34M – – –
PS
486
Principal Securities
Iowa
$1.34M +$2.63K +42 +0.2%
CIG
487
Cullen Investment Group
Louisiana
$1.33M -$201K -2,741 -13%
SSA
488
Schonfeld Strategic Advisors
New York
$1.33M -$1.51M -20,674 -53%
PC
489
Permanens Capital
New York
$1.31M +$429K +5,859 +48%
PP
490
Pingora Partners
Wyoming
$1.31M -$108K -1,470 -8%
Envestnet Portfolio Solutions
491
Envestnet Portfolio Solutions
Illinois
$1.31M -$2M -27,234 -60%
SAM
492
Smartleaf Asset Management
Massachusetts
$1.26M +$287K +3,941 +29%
MNBTD
493
Moody National Bank Trust Division
Texas
$1.26M +$546K +7,456 +76%
MG
494
Mather Group
Illinois
$1.26M +$38.1K +520 +3%
BIG
495
Brooklyn Investment Group
New York
$1.26M +$1.09M +14,881 +655%
VIA
496
Victrix Investment Advisors
Florida
$1.26M -$437K -6,311 -26%
RB
497
Rodgers Brothers
Pennsylvania
$1.25M -$18.3K -250 -1%
HAIM
498
Hunter Associates Investment Management
Pennsylvania
$1.25M -$25.7K -350 -2%
WS
499
Wedbush Securities
California
$1.25M -$76.5K -1,044 -6%
GWM
500
Geneos Wealth Management
Colorado
$1.25M +$903K +12,323 +264%
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