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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 %
NB
676
NBT Bank
New York
$676K -$7.33K -100 -1%
BF
677
Brucke Financial
Indiana
$674K +$13K +202 +2%
Kayne Anderson Rudnick Investment Management
678
Kayne Anderson Rudnick Investment Management
California
$668K -$28.2K -385 -4%
CWM
679
Collaborative Wealth Management
Florida
$667K +$440 +6 +0.1%
HIP
680
Harrell Investment Partners
Texas
$665K +$9.01K +123 +1%
CWP
681
Core Wealth Partners
California
$663K – – –
IWM
682
IHT Wealth Management
Illinois
$663K -$56.2K -767 -8%
WAP
683
Wealthcare Advisory Partners
Pennsylvania
$655K -$205K -2,791 -24%
MHR
684
Matthew Hamilton Rosenberg
$653K -$62.5K -853 -9%
HCM
685
Hollencrest Capital Management
California
$651K +$527K +7,192 +427%
AG
686
Ascent Group
Virginia
$650K +$650K +8,869 New
SL
687
Summitry LLC
California
$643K +$36.9K +504 +6%
UBP
688
Union Bancaire Privee
Switzerland
$641K -$3.68K -51 -0.6%
SMA
689
Sage Mountain Advisors
Georgia
$638K +$4.69K +64 +0.7%
JIP
690
Jaffetilchin Investment Partners
Florida
$634K -$74.2K -1,012 -10%
AWM
691
Aries Wealth Management
Maine
$631K -$1.17K -16 -0.2%
BWAM
692
Boyd Watterson Asset Management
Ohio
$631K – – –
CWA
693
Cura Wealth Advisors
Illinois
$629K +$47.6K +650 +8%
CAM
694
Cozad Asset Management
Illinois
$628K -$38.8K -530 -6%
MA
695
Mutual Advisors
Nebraska
$628K -$9.68K -147 -2%
RHDIC
696
R.H. Dinel Investment Counsel
California
$626K – – –
BFO
697
Boston Family Office
Massachusetts
$623K – – –
CPA
698
Cardiff Park Advisors
California
$622K +$4.76K +65 +0.8%
PIM
699
Pullen Investment Management
Florida
$621K +$38.8K +529 +7%
BA
700
Bridgewater Advisors
New York
$617K +$617K +9,418 New
26 27
28
29 30