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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
CA
526
Crewe Advisors
Utah
$1.14M +$9.7K +144 +0.9%
IA
527
IFP Advisors
Florida
$1.14M +$21.6K +321 +2%
Bessemer Group
528
Bessemer Group
New Jersey
$1.13M +$153K +2,277 +17%
CL
529
CSS LLC
Illinois
$1.12M -$4.56M -67,730 -82%
PGA
530
Portland Global Advisors
Maine
$1.12M -$286K -4,240 -22%
SCM
531
SOL Capital Management
Maryland
$1.11M -$43.1K -640 -4%
LFA
532
Legacy Financial Advisors
Kentucky
$1.11M +$135K +2,009 +15%
Koshinski Asset Management
533
Koshinski Asset Management
Illinois
$1.11M -$35.3K -524 -3%
BP
534
Ballentine Partners
Massachusetts
$1.11M +$203K +3,019 +25%
FHA
535
Flagship Harbor Advisors
Massachusetts
$1.11M +$2.22K +33 +0.2%
SS
536
Sunbelt Securities
Texas
$1.1M +$34.7K +515 +4%
IBOK
537
Independence Bank of Kentucky
Kentucky
$1.09M -$4.65K -69 -0.5%
IF
538
Intrua Financial
Texas
$1.09M +$47K +697 +5%
SFS
539
Sowell Financial Services
Arkansas
$1.09M -$215K -3,186 -18%
AWM
540
Apollon Wealth Management
South Carolina
$1.09M -$174K -2,576 -15%
CWP
541
Cyndeo Wealth Partners
Florida
$1.09M +$8.69K +129 +0.9%
CS
542
Crescent Sterling
Louisiana
$1.08M -$23.2K -345 -2%
TCM
543
Traynor Capital Management
Pennsylvania
$1.07M -$150K -2,227 -13%
SC
544
Savant Capital
Illinois
$1.07M -$117K -1,743 -11%
QI
545
Qtron Investments
Massachusetts
$1.07M +$296K +4,401 +43%
LSV Asset Management
546
LSV Asset Management
Illinois
$1.06M +$478K +7,100 +96%
AFG
547
American Financial Group
Ohio
$1.06M
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M -$22.4K -333 -2%
FPAS
549
Focus Partners Advisor Solutions
Missouri
$1.06M +$972K +14,434 New
CAG
550
Crestwood Advisors Group
Massachusetts
$1.06M +$206K +3,062 +27%

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.