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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 %
SCM
526
SOL Capital Management
Maryland
$1.11M -$46.9K -640 -4%
LFA
527
Legacy Financial Advisors
Kentucky
$1.11M +$147K +2,009 +15%
Koshinski Asset Management
528
Koshinski Asset Management
Illinois
$1.11M -$38.4K -524 -3%
BP
529
Ballentine Partners
Massachusetts
$1.11M +$221K +3,019 +25%
FHA
530
Flagship Harbor Advisors
Massachusetts
$1.11M +$2.42K +33 +0.2%
SS
531
Sunbelt Securities
Texas
$1.1M +$37.7K +515 +4%
IBOK
532
Independence Bank of Kentucky
Kentucky
$1.09M -$5.06K -69 -0.5%
IF
533
Intrua Financial
Texas
$1.09M +$51.1K +697 +5%
SFS
534
Sowell Financial Services
Arkansas
$1.09M -$233K -3,186 -18%
AWM
535
Apollon Wealth Management
South Carolina
$1.09M -$189K -2,576 -15%
CWP
536
Cyndeo Wealth Partners
Florida
$1.09M +$9.45K +129 +0.9%
CS
537
Crescent Sterling
Louisiana
$1.08M -$25.3K -345 -2%
TCM
538
Traynor Capital Management
Pennsylvania
$1.07M -$163K -2,227 -13%
QI
539
Qtron Investments
Massachusetts
$1.07M +$323K +4,401 +43%
LSV Asset Management
540
LSV Asset Management
Illinois
$1.06M +$521K +7,100 +96%
AFG
541
American Financial Group
Ohio
$1.06M – – –
LWCFA
542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M -$21.5K -333 -2%
FPAS
543
Focus Partners Advisor Solutions
Missouri
$1.06M +$1.06M +14,434 New
CAG
544
Crestwood Advisors Group
Massachusetts
$1.06M +$224K +3,062 +27%
ET
545
Equitable Trust
Tennessee
$1.06M -$113K -1,546 -10%
CSIC
546
Clifford Swan Investment Counsel
California
$1.05M – – –
DWT
547
Dorsey & Whitney Trust
South Dakota
$1.05M +$9.01K +123 +0.9%
BDS
548
Banco de Sabadell
Florida
$1.05M -$163K -2,227 -13%
HTC
549
Haverford Trust Company
Pennsylvania
$1.04M -$80.8K -1,102 -7%
CTA
550
Chesley Taft & Associates
Illinois
$1.04M – – –
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