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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 %
SAI
576
Savvy Advisors Inc
New York
$908K +$213K +2,905 +31%
AIM
577
Alhambra Investment Management
Florida
$904K -$29.9K -408 -3%
DAS
578
Dynamic Advisor Solutions
Arizona
$900K -$49K -669 -5%
POIA
579
Pin Oak Investment Advisors
Texas
$892K +$49.8K +685 +6%
SCM
580
Schnieders Capital Management
California
$891K +$36.6K +500 +4%
CCM
581
Coldstream Capital Management
Washington
$887K -$218K -2,972 -20%
GFP
582
Gryphon Financial Partners
Ohio
$887K +$72.8K +994 +9%
RCM
583
Radnor Capital Management
Pennsylvania
$880K – – –
SQA
584
Simon Quick Advisors
New Jersey
$877K +$111K +1,513 +14%
Toronto Dominion Bank
585
Toronto Dominion Bank
Ontario, Canada
$877K -$21.6K -295 -2%
GS
586
GTS Securities
New York
$876K +$476K +6,489 +119%
OWA
587
One Wealth Advisors
California
$873K +$357K +4,868 +69%
BWL
588
Bogart Wealth LLC
Virginia
$873K -$378K -5,158 -30%
HIP
589
HUB Investment Partners
Texas
$869K -$34.1K -466 -4%
HW
590
Hancock Whitney
Mississippi
$868K +$58.7K +801 +7%
HPM
591
Hudson Portfolio Management
New York
$863K -$20.4K -278 -2%
BB
592
Busey Bank
Illinois
$859K +$1.91K +26 +0.2%
ISFAN
593
Investor's Fiduciary Advisor Network
Washington
$852K +$220 +3 +0%
EW
594
Evoke Wealth
California
$852K +$1.1K +15 +0.1%
GWA
595
Gratus Wealth Advisors
Virginia
$849K -$4.4K -60 -0.5%
PA
596
Profund Advisors
Maryland
$847K +$295K +4,032 +54%
MFG
597
Merit Financial Group
Georgia
$845K +$425K +5,794 +101%
JSC
598
Jackson Square Capital
California
$829K -$1.16M -15,875 -58%
ISL
599
Ingalls & Snyder LLC
New York
$824K -$9.9K -135 -1%
CIA
600
Capital Investment Advisors
Georgia
$823K +$15.7K +214 +2%
22 23
24
25 26