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
Name Holding Trade Value Shares
Change
Shares
Change %
VCA
651
Verdence Capital Advisors
Maryland
$712K +$8.13K +111 +1%
FFA
652
Farther Finance Advisors
California
$710K +$217K +2,970 +44%
ST
653
Smithfield Trust
Pennsylvania
$709K
FFS
654
Founders Financial Securities
Maryland
$706K -$24.2K -367 -3%
PWM
655
Pines Wealth Management
North Carolina
$706K +$45.9K +768 +7%
EPIM
656
Evelyn Partners Investment Management
$704K +$704K +80 New
GI
657
Gradient Investments
Minnesota
$704K +$18K +245 +3%
SPC
658
Sigma Planning Corp
Michigan
$703K -$35K -477 -5%
WPC
659
Wedmont Private Capital
Pennsylvania
$701K +$23.3K +376 +3%
AWM
660
Aprio Wealth Management
Georgia
$699K +$276K +3,768 +65%
FIM
661
Fruth Investment Management
Texas
$699K
FCP
662
Fidelis Capital Partners
Florida
$695K +$52.5K +797 +8%
FWSM
663
First Wilshire Securities Management
California
$695K -$2.71K -37 -0.4%
LA
664
Legacy Advisors
Pennsylvania
$690K +$690K +9,423 New
CCB
665
Cutter & Co Brokerage
Missouri
$690K -$416K -5,671 -38%
GC
666
Grimes & Company
Massachusetts
$689K -$38.3K -523 -5%
ACA
667
Aptus Capital Advisors
Alabama
$686K -$378K -5,159 -36%
WIA
668
World Investment Advisors
California
$685K +$35.2K +481 +5%
SYBT
669
Stock Yards Bank & Trust
Kentucky
$684K -$13.6K -186 -2%
HAM
670
Harmony Asset Management
Arizona
$682K
GCM
671
Gallacher Capital Management
Colorado
$681K +$17.2K +235 +3%
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$680K +$16.4K +224 +2%
1WA
673
180 Wealth Advisors
Washington
$679K -$36.9K -503 -5%
NFC
674
Northeast Financial Consultants
Connecticut
$678K
ERIC
675
Eagle Rock Investment Company
Georgia
$678K