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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
FNBOO
576
First National Bank of Omaha
Nebraska
$929K -$17.8K -264 -2%
RPSA
577
Richard P. Slaughter Associates
Texas
$925K -$2.85M -42,275 -77%
TH
578
TCTC Holdings
Texas
$917K +$37.6K +558 +5%
CCA
579
Childress Capital Advisors
Texas
$915K +$363K +5,388 +76%
CWM
580
Congress Wealth Management
Massachusetts
$910K -$80.9K -1,201 -9%
Twin Tree Management
581
Twin Tree Management
Texas
$910K +$837K +12,424 New
HKIM
582
Hayek Kallen Investment Management
Alabama
$910K -$2.49K -37 -0.3%
First Manhattan
583
First Manhattan
New York
$910K
SAI
584
Savvy Advisors Inc
New York
$908K +$196K +2,905 +31%
AIM
585
Alhambra Investment Management
Florida
$904K -$27.5K -408 -3%
DAS
586
Dynamic Advisor Solutions
Arizona
$900K -$45.1K -669 -5%
POIA
587
Pin Oak Investment Advisors
Texas
$892K +$46.1K +685 +6%
SCM
588
Schnieders Capital Management
California
$891K +$33.7K +500 +4%
CCM
589
Coldstream Capital Management
Washington
$887K -$200K -2,972 -20%
GFP
590
Gryphon Financial Partners
Ohio
$887K +$67K +994 +9%
RCM
591
Radnor Capital Management
Pennsylvania
$880K
SQA
592
Simon Quick Advisors
New Jersey
$877K +$102K +1,513 +14%
Toronto Dominion Bank
593
Toronto Dominion Bank
Ontario, Canada
$877K -$19.9K -295 -2%
GS
594
GTS Securities
New York
$876K +$437K +6,489 +119%
OWA
595
One Wealth Advisors
California
$873K +$328K +4,868 +69%
BWL
596
Bogart Wealth LLC
Virginia
$873K -$347K -5,158 -30%
HIP
597
HUB Investment Partners
Texas
$869K -$31.4K -466 -4%
HW
598
Hancock Whitney
Mississippi
$868K +$54K +801 +7%
HPM
599
Hudson Portfolio Management
New York
$863K -$18.7K -278 -2%
BB
600
Busey Bank
Illinois
$859K +$1.75K +26 +0.2%

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.