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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
ISFAN
601
Investor's Fiduciary Advisor Network
Washington
$852K +$202 +3 +0%
EW
602
Evoke Wealth
California
$852K +$1.01K +15 +0.1%
GWA
603
Gratus Wealth Advisors
Virginia
$849K -$4.04K -60 -0.5%
PA
604
Profund Advisors
Maryland
$847K +$272K +4,032 +54%
MFG
605
Merit Financial Group
Georgia
$845K +$390K +5,794 +101%
JSC
606
Jackson Square Capital
California
$829K -$1.07M -15,875 -58%
ISL
607
Ingalls & Snyder LLC
New York
$824K -$9.09K -135 -1%
CIA
608
Capital Investment Advisors
Georgia
$823K +$14.4K +214 +2%
CGL
609
Clarius Group LLC
Washington
$820K +$135K +2,005 +22%
AWM
610
AE Wealth Management
Kansas
$816K -$24.1K -358 -3%
SC
611
Schulhoff & Co
Ohio
$815K +$50.5K +750 +7%
LGA
612
Lebenthal Global Advisors
New York
$811K +$48.6K +721 +7%
MYIA
613
Mount Yale Investment Advisors
Colorado
$808K -$19.9K -295 -3%
PTC
614
Private Trust Company
Ohio
$808K +$36.4K +540 +5%
QOP
615
Quinn Opportunity Partners
Virginia
$806K
JGUA
616
John G. Ullman & Associates
New York
$806K +$6.74K +100 +0.9%
MWM
617
Meridian Wealth Management
Kentucky
$806K +$45.9K +682 +7%
BEI
618
Benjamin Edwards Inc
Missouri
$804K +$32.7K +485 +5%
TIAA Trust, National Association
619
TIAA Trust, National Association
North Carolina
$799K -$54K -801 -7%
DT
620
Diversified Trust
Tennessee
$794K +$15.6K +231 +2%
AMIM
621
Aull & Monroe Investment Management
Alabama
$793K
AHL
622
Abel Hall LLC
Louisiana
$792K +$403K +5,981 +124%
FHA
623
First Horizon Advisors
Tennessee
$792K -$14.9K -221 -2%
FI
624
Finivi Inc
Massachusetts
$786K +$6K +89 +0.8%
GHA
625
GW Henssler & Associates
Georgia
$784K -$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.