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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
CT
726
Clearstead Trust
Maine
$591K -$111K -1,652 -17%
CW
727
CreativeOne Wealth
Kansas
$590K -$56K -831 -9%
GWM
728
Gibbs Wealth Management
Georgia
$590K +$128K +1,894 +31%
PA
729
Probity Advisors
Texas
$589K +$40.8K +605 +8%
OIC
730
Orion Investment Company
Missouri
$586K -$808 -12 -0.1%
SCP
731
Sivia Capital Partners
California
$584K +$35.4K +525 +7%
EFA
732
Evernest Financial Advisors
Indiana
$584K -$153K -2,267 -22%
SMC
733
Smith, Moore & Co
Missouri
$582K +$6.4K +95 +1%
EAM
734
Everstar Asset Management
North Carolina
$581K +$214K +3,178 +67%
M
735
MOTCO
Texas
$580K -$3.03K -45 -0.6%
CAI
736
Capital Advisors Inc
Oklahoma
$579K +$29.6K +440 +6%
LFS
737
Leibman Financial Services
Nebraska
$577K -$1.42K -21 -0.3%
WF
738
Welch & Forbes
Massachusetts
$574K
OFS
739
OneAscent Financial Services
Alabama
$572K +$527K +7,824 New
CAM
740
Councilmark Asset Management
Tennessee
$570K
SWM
741
Seed Wealth Management
Illinois
$569K
BGAI
742
Bruce G. Allen Investments
Colorado
$568K -$4.38K -65 -0.8%
DP
743
Dearborn Partners
Illinois
$567K -$9.77K -145 -2%
AGC
744
Aspen Grove Capital
Colorado
$565K +$64.1K +951 +14%
NFC
745
Northstar Financial Companies
Pennsylvania
$565K +$472 +7 +0.1%
FMTC
746
Farmers & Merchants Trust Company
California
$565K -$124K -1,845 -19%
NWAG
747
Net Worth Advisory Group
Utah
$564K -$32.3K -480 -6%
BOH
748
Bank of Hawaii
Hawaii
$564K -$132K -1,960 -20%
IIM
749
InTrack Investment Management
Vermont
$564K +$674 +10 +0.1%
KCPG
750
Kavar Capital Partners Group
Kansas
$563K -$13.5K -200 -3%

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.