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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
TCOT
626
Trust Company of Toledo
Ohio
$783K -$27.4K -406 -4%
GDP
627
Great Diamond Partners
Maine
$783K +$12.6K +187 +2%
HI
628
Horizon Investments
North Carolina
$779K -$13.7K -204 -2%
SIC
629
Shoker Investment Counsel
Ohio
$777K
C
630
Certuity
Florida
$776K -$6.47K -96 -0.9%
ONB
631
Old National Bancorp
Indiana
$774K -$295K -4,385 -29%
PCMF
632
Private Capital Management (Florida)
Florida
$769K
IB
633
Intrust Bank
Kansas
$763K -$5.46K -81 -0.8%
HJIM
634
Henry James International Management
New York
$761K
AP
635
Advisors Preferred
Maryland
$760K +$594K +8,812 +554%
IRC
636
Investors Research Corp
Georgia
$759K
BWM
637
BKM Wealth Management
Wisconsin
$757K +$25.2K +374 +4%
VCM
638
Versant Capital Management
Arizona
$751K +$582K +8,636 +534%
WA
639
Wealth Alliance
New York
$750K +$6.74K +100 +1%
GC
640
Guggenheim Capital
Illinois
$750K +$200K +2,962 +41%
PP
641
PDS Planning
Ohio
$748K +$116K +1,719 +20%
BFS
642
Bradley Foster & Sargent
Connecticut
$747K -$371K -5,513 -35%
DG
643
DMC Group
Alabama
$741K -$191K -2,829 -22%
AGA
644
Arkos Global Advisors
Texas
$740K
BCM
645
Birmingham Capital Management
Alabama
$735K -$50.5K -750 -7%
MHC
646
May Hill Capital
Massachusetts
$734K +$225K +3,346 +50%
RMDI
647
R.M. Davis Inc
Maine
$734K +$182K +2,704 +37%
NCM
648
Northwest Capital Management
Oregon
$733K
RC
649
RBF Capital
California
$733K +$674K +10,000 New
NS
650
NBC Securities
Alabama
$731K +$672K +9,979 +110,878%

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.