We are live on ! Find out more

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
AllianceBernstein
51
AllianceBernstein
Tennessee
$77.4M -$1.39M -20,592 -2%
BA
52
Bridgewater Associates
Connecticut
$77M +$14.8M +220,152 +26%
TIM
53
Thornburg Investment Management
New Mexico
$76.4M +$139K +2,067 +2%
Two Sigma Investments
54
Two Sigma Investments
New York
$75.9M -$69M -1,023,637 -50%
EIC
55
Equity Investment Corp
Georgia
$75.4M +$398K +5,913 +0.6%
FGP
56
Freestone Grove Partners
California
$75.2M -$20.3M -301,911 -23%
Pacer Advisors
57
Pacer Advisors
Pennsylvania
$73.6M -$203K -3,019 -0.3%
EIP
58
Energy Income Partners
Connecticut
$72.7M +$2.94M +43,617 +5%
American Century Companies
59
American Century Companies
Missouri
$69.7M +$3.67M +54,471 +6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$66.6M +$1.6M +23,680 +3%
Boston Partners
61
Boston Partners
Massachusetts
$65.6M +$6.05M +89,831 +11%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$63.7M +$58.6M +869,549 New
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$63.4M +$4.38M +65,000 +8%
YCM
64
Yaupon Capital Management
New York
$62.6M +$11.3M +168,084 +24%
LPL Financial
65
LPL Financial
California
$59.8M +$6.22M +92,269 +13%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$59.6M -$4.27M -63,333 -7%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$57.8M +$2.55M +37,863 +4%
Marshall Wace
68
Marshall Wace
United Kingdom
$56.7M -$22.1M -327,976 -30%
Capital Research Global Investors
69
Capital Research Global Investors
California
$56.3M +$152K +2,253 +0.3%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$56M +$6.4M +95,044 +14%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$55.9M
Invesco
72
Invesco
Georgia
$54M -$377K -5,594 -0.8%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$52.2M -$19.6M -290,400 -29%
LBA
74
Letko, Brosseau & Associates
Quebec, Canada
$47.4M -$820K -12,175 -2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$47.3M -$4.16M -61,823 -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.