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Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
601
Quantitative Investment Management
Virginia
$741K +$776K +11,840 New
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$735K +$207K +3,159 +37%
TIAA Trust, National Association
603
TIAA Trust, National Association
North Carolina
$734K -$74.3K -1,134 -9%
BB
604
Busey Bank
Illinois
$733K -$26.7K -407 -3%
SCM
605
Schnieders Capital Management
California
$730K -$6.55K -100 -0.9%
GWA
606
Gratus Wealth Advisors
Virginia
$730K -$18.9K -289 -2%
ISFAN
607
Investor's Fiduciary Advisor Network
Washington
$728K +$762K +11,635 New
EW
608
Evoke Wealth
California
$727K +$655 +10 +0.1%
CFGS
609
Concourse Financial Group Securities
Alabama
$720K +$20.6K +315 +3%
AWM
610
AE Wealth Management
Kansas
$720K -$54.1K -826 -7%
PWM
611
Pines Wealth Management
North Carolina
$717K +$724K +11,043 New
ISL
612
Ingalls & Snyder LLC
New York
$713K -$1.31K -20 -0.2%
CAG
613
Crestwood Advisors Group
Massachusetts
$712K +$102K +1,556 +16%
MYIA
614
Mount Yale Investment Advisors
Colorado
$709K -$34.6K -528 -4%
WPC
615
Wedmont Private Capital
Pennsylvania
$709K -$10.9K -166 -1%
HC
616
Hara Capital
Washington
$709K +$436K +6,655 +143%
GHA
617
GW Henssler & Associates
Georgia
$707K – – –
NG
618
Norden Group
Utah
$699K -$49.7K -759 -6%
SIG
619
Senator Investment Group
New York
$697K -$32M -488,871 -98%
GFP
620
Gryphon Financial Partners
Ohio
$696K -$852 -13 -0.1%
TCOT
621
Trust Company of Toledo
Ohio
$695K -$43.1K -657 -6%
FFS
622
Founders Financial Securities
Maryland
$693K +$15.9K +242 +2%
HW
623
Hancock Whitney
Mississippi
$692K +$161K +2,459 +29%
FHA
624
First Horizon Advisors
Tennessee
$691K -$26.4K -403 -4%
CIA
625
Capital Investment Advisors
Georgia
$690K -$16.1K -245 -2%
23 24
25
26 27

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.