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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 %
TCA
701
Transcend Capital Advisors
New Jersey
$616K +$43.5K +594 +8%
PBT
702
Pictet Bank & Trust
Bahamas
$616K -$18.7K -255 -3%
CWM
703
Chemistry Wealth Management
New York
$615K +$1.47K +20 +0.2%
KCM
704
Kathmere Capital Management
Pennsylvania
$615K +$263K +3,590 +75%
MCA
705
MSH Capital Advisors
Arizona
$615K -$65.9K -899 -10%
PTC
706
Philadelphia Trust Company
Pennsylvania
$612K – – –
UB
707
UMB Bank
Missouri
$606K -$20.4K -278 -3%
LWAM
708
Legacy Wealth Asset Management
Minnesota
$605K -$2.71K -37 -0.4%
WJWM
709
Williams Jones Wealth Management
New York
$605K +$11.9K +162 +2%
AAS
710
Ameritas Advisory Services
Nebraska
$601K -$1.22K -19 -0.2%
AWAU
711
Alliance Wealth Advisors (Utah)
Utah
$600K +$195K +2,657 +48%
CC
712
Callan Capital
California
$598K +$178K +2,429 +42%
BHPW
713
Beverly Hills Private Wealth
California
$597K +$3.66K +50 +0.6%
CIA
714
Choate Investment Advisors
Massachusetts
$596K +$45.9K +627 +8%
LSIA
715
LaSalle St. Investment Advisors
Illinois
$592K +$8.42K +115 +1%
KA
716
Kovack Advisors
Florida
$591K -$5.57K -76 -0.9%
CT
717
Clearstead Trust
Maine
$591K -$121K -1,652 -17%
CW
718
CreativeOne Wealth
Kansas
$590K -$60.9K -831 -9%
PA
719
Probity Advisors
Texas
$589K +$44.3K +605 +8%
OIC
720
Orion Investment Company
Missouri
$586K -$879 -12 -0.1%
SCP
721
Sivia Capital Partners
California
$584K +$38.5K +525 +7%
EFA
722
Evernest Financial Advisors
Indiana
$584K -$166K -2,267 -22%
SMC
723
Smith, Moore & Co
Missouri
$582K +$6.96K +95 +1%
EAM
724
Everstar Asset Management
North Carolina
$581K +$233K +3,178 +67%
M
725
MOTCO
Texas
$580K -$3.3K -45 -0.6%
27 28
29
30 31