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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 %
CGL
601
Clarius Group LLC
Washington
$820K +$147K +2,005 +22%
AWM
602
AE Wealth Management
Kansas
$816K -$26.2K -358 -3%
SC
603
Schulhoff & Co
Ohio
$815K +$55K +750 +7%
LGA
604
Lebenthal Global Advisors
New York
$811K +$52.8K +721 +7%
MYIA
605
Mount Yale Investment Advisors
Colorado
$808K -$21.6K -295 -3%
PTC
606
Private Trust Company
Ohio
$808K +$39.6K +540 +5%
QOP
607
Quinn Opportunity Partners
Virginia
$806K – – –
JGUA
608
John G. Ullman & Associates
New York
$806K +$7.33K +100 +0.9%
MWM
609
Meridian Wealth Management
Kentucky
$806K +$50K +682 +7%
BEI
610
Benjamin Edwards Inc
Missouri
$804K +$35.5K +485 +5%
TIAA Trust, National Association
611
TIAA Trust, National Association
North Carolina
$799K -$58.7K -801 -7%
DT
612
Diversified Trust
Tennessee
$794K +$16.9K +231 +2%
AMIM
613
Aull & Monroe Investment Management
Alabama
$793K – – –
AHL
614
Abel Hall LLC
Louisiana
$792K +$438K +5,981 +124%
FHA
615
First Horizon Advisors
Tennessee
$792K -$16.2K -221 -2%
GHA
616
GW Henssler & Associates
Georgia
$784K -$1.91K -26 -0.2%
TCOT
617
Trust Company of Toledo
Ohio
$783K -$29.8K -406 -4%
GDP
618
Great Diamond Partners
Maine
$783K +$13.7K +187 +2%
HI
619
Horizon Investments
North Carolina
$779K -$14.9K -204 -2%
SIC
620
Shoker Investment Counsel
Ohio
$777K – – –
C
621
Certuity
Florida
$776K -$7.04K -96 -0.9%
ONB
622
Old National Bancorp
Indiana
$774K -$321K -4,385 -29%
PCMF
623
Private Capital Management (Florida)
Florida
$769K – – –
IB
624
Intrust Bank
Kansas
$763K -$5.94K -81 -0.8%
HJIM
625
Henry James International Management
New York
$761K – – –
23 24
25
26 27