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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
CWA
701
Cura Wealth Advisors
Illinois
$629K +$43.8K +650 +8%
CAM
702
Cozad Asset Management
Illinois
$628K -$35.7K -530 -6%
MA
703
Mutual Advisors
Nebraska
$628K -$9.9K -147 -2%
RHDIC
704
R.H. Dinel Investment Counsel
California
$626K
BFO
705
Boston Family Office
Massachusetts
$623K
CPA
706
Cardiff Park Advisors
California
$622K +$4.38K +65 +0.8%
PIM
707
Pullen Investment Management
Florida
$621K +$35.6K +529 +7%
BA
708
Bridgewater Advisors
New York
$617K +$634K +9,418 New
TCA
709
Transcend Capital Advisors
New Jersey
$616K +$40K +594 +8%
PBT
710
Pictet Bank & Trust
Bahamas
$616K -$17.2K -255 -3%
CWM
711
Chemistry Wealth Management
New York
$615K +$1.35K +20 +0.2%
KCM
712
Kathmere Capital Management
Pennsylvania
$615K +$242K +3,590 +75%
MCA
713
MSH Capital Advisors
Arizona
$615K -$60.6K -899 -10%
PTC
714
Philadelphia Trust Company
Pennsylvania
$612K
UB
715
UMB Bank
Missouri
$606K -$18.7K -278 -3%
LWAM
716
Legacy Wealth Asset Management
Minnesota
$605K -$2.49K -37 -0.4%
WJWM
717
Williams Jones Wealth Management
New York
$605K +$10.9K +162 +2%
BC
718
Broadwater Capital
Massachusetts
$604K
AAS
719
Ameritas Advisory Services
Nebraska
$601K -$1.28K -19 -0.2%
AWAU
720
Alliance Wealth Advisors (Utah)
Utah
$600K +$179K +2,657 +48%
CC
721
Callan Capital
California
$598K +$164K +2,429 +42%
BHPW
722
Beverly Hills Private Wealth
California
$597K +$3.37K +50 +0.6%
CIA
723
Choate Investment Advisors
Massachusetts
$596K +$42.2K +627 +8%
LSIA
724
LaSalle St. Investment Advisors
Illinois
$592K +$7.75K +115 +1%
KA
725
Kovack Advisors
Florida
$591K -$5.12K -76 -0.9%

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.