We are live on ! Find out more

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
ET
551
Equitable Trust
Tennessee
$1.06M -$104K -1,546 -10%
CSIC
552
Clifford Swan Investment Counsel
California
$1.05M
DWT
553
Dorsey & Whitney Trust
South Dakota
$1.05M +$8.29K +123 +0.9%
BDS
554
Banco de Sabadell
Florida
$1.05M -$150K -2,227 -13%
HTC
555
Haverford Trust Company
Pennsylvania
$1.04M -$74.2K -1,102 -7%
CTA
556
Chesley Taft & Associates
Illinois
$1.04M
CPC
557
Cookson Peirce & Co
Pennsylvania
$1.03M +$117K +1,743 +14%
SC
558
Syon Capital
California
$1.02M -$64.9K -963 -6%
Manulife (Manufacturers Life Insurance)
559
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1M -$64K -950 -6%
BMO
560
Beck Mack & Oliver
New York
$1M -$27.6K -410 -3%
MSFS
561
Main Street Financial Solutions
Pennsylvania
$999K +$919K +13,638 New
LDB
562
Lee, Danner & Bass
Tennessee
$997K
HCM
563
Howard Capital Management
Georgia
$996K +$102K +1,519 +13%
CTC
564
Central Trust Company
Missouri
$993K +$3.5K +52 +0.4%
Thrivent Financial for Lutherans
565
Thrivent Financial for Lutherans
Minnesota
$986K -$46.4M -688,749 -98%
AFW
566
Avantra Family Wealth
Pennsylvania
$976K +$21.9K +325 +3%
SRC
567
Sage Rhino Capital
California
$971K -$11.7K -173 -1%
IFG
568
Independent Financial Group
California
$968K +$28.2K +419 +3%
NG
569
Norden Group
Utah
$967K +$138K +2,042 +18%
GFA
570
Gallagher Fiduciary Advisors
Illinois
$955K -$18.6K -276 -2%
SM
571
Sweeney & Michel
California
$931K +$1.05M +15,590 New
GEA
572
Glen Eagle Advisors
New Jersey
$931K +$135 +2 +0%
SGA
573
Strategic Global Advisors
California
$930K -$18.5K -274 -2%
EWM
574
EPG Wealth Management
Georgia
$930K +$18.9K +280 +2%
NL
575
NVWM LLC
Pennsylvania
$930K +$269 +4 +0%

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.