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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 %
AP
626
Advisors Preferred
Maryland
$760K +$644K +8,812 +554%
IRC
627
Investors Research Corp
Georgia
$759K – – –
BWM
628
BKM Wealth Management
Wisconsin
$757K +$27.4K +374 +4%
VCM
629
Versant Capital Management
Arizona
$751K +$633K +8,636 +534%
WA
630
Wealth Alliance
New York
$750K +$7.33K +100 +1%
GC
631
Guggenheim Capital
Illinois
$750K +$217K +2,962 +41%
PP
632
PDS Planning
Ohio
$748K +$126K +1,719 +20%
BFS
633
Bradley Foster & Sargent
Connecticut
$747K -$404K -5,513 -35%
DG
634
DMC Group
Alabama
$741K -$207K -2,829 -22%
AGA
635
Arkos Global Advisors
Texas
$740K – – –
BCM
636
Birmingham Capital Management
Alabama
$735K -$55K -750 -7%
MHC
637
May Hill Capital
Massachusetts
$734K +$245K +3,346 +50%
RMDI
638
R.M. Davis Inc
Maine
$734K +$198K +2,704 +37%
NCM
639
Northwest Capital Management
Oregon
$733K – – –
RC
640
RBF Capital
California
$733K +$733K +10,000 New
NS
641
NBC Securities
Alabama
$731K +$730K +9,979 +110,878%
TPI
642
Trust Point Inc
Wisconsin
$730K -$7.04K -96 -1%
DWP
643
Daymark Wealth Partners
Ohio
$729K -$731K -9,981 -50%
CWM
644
Circle Wealth Management
New Jersey
$729K +$46.7K +637 +7%
PM
645
Penbrook Management
New York
$725K – – –
IC
646
Iconiq Capital
California
$724K +$179K +2,442 +33%
SEIA
647
Signature Estate & Investment Advisors
California
$720K +$428K +5,836 +146%
GI
648
GAMCO Investors
Connecticut
$720K -$16.3K -223 -2%
WAL
649
W Advisors LLC
Tennessee
$716K – – –
SW
650
Simplicity Wealth
New Jersey
$714K +$339K +4,630 +91%
24 25
26
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