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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
WIA
676
World Investment Advisors
California
$685K +$32.4K +481 +5%
SYBT
677
Stock Yards Bank & Trust
Kentucky
$684K -$12.5K -186 -2%
HAM
678
Harmony Asset Management
Arizona
$682K
GCM
679
Gallacher Capital Management
Colorado
$681K +$15.8K +235 +3%
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$680K +$15.1K +224 +2%
1WA
681
180 Wealth Advisors
Washington
$679K -$33.9K -503 -5%
ERIC
682
Eagle Rock Investment Company
Georgia
$678K
NFC
683
Northeast Financial Consultants
Connecticut
$678K
NB
684
NBT Bank
New York
$676K -$6.74K -100 -1%
BF
685
Brucke Financial
Indiana
$674K +$13.6K +202 +2%
Kayne Anderson Rudnick Investment Management
686
Kayne Anderson Rudnick Investment Management
California
$668K -$25.9K -385 -4%
CWM
687
Collaborative Wealth Management
Florida
$667K +$404 +6 +0.1%
HIP
688
Harrell Investment Partners
Texas
$665K +$8.29K +123 +1%
CWP
689
Core Wealth Partners
California
$663K
IWM
690
IHT Wealth Management
Illinois
$663K -$51.7K -767 -8%
WAP
691
Wealthcare Advisory Partners
Pennsylvania
$655K -$188K -2,791 -24%
MHR
692
Matthew Hamilton Rosenberg
$653K -$57.5K -853 -9%
HCM
693
Hollencrest Capital Management
California
$651K +$484K +7,192 +427%
AG
694
Ascent Group
Virginia
$650K +$597K +8,869 New
SL
695
Summitry LLC
California
$643K +$34K +504 +6%
UBP
696
Union Bancaire Privee
Switzerland
$641K -$3.44K -51 -0.6%
SMA
697
Sage Mountain Advisors
Georgia
$638K +$4.31K +64 +0.7%
JIP
698
Jaffetilchin Investment Partners
Florida
$634K -$68.2K -1,012 -10%
AWM
699
Aries Wealth Management
Maine
$631K -$1.08K -16 -0.2%
BWAM
700
Boyd Watterson Asset Management
Ohio
$631K

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.