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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 %
CAI
726
Capital Advisors Inc
Oklahoma
$579K +$32.2K +440 +6%
LFS
727
Leibman Financial Services
Nebraska
$577K -$1.54K -21 -0.3%
WF
728
Welch & Forbes
Massachusetts
$574K – – –
OFS
729
OneAscent Financial Services
Alabama
$572K +$572K +7,824 New
CAM
730
Councilmark Asset Management
Tennessee
$570K – – –
SWM
731
Seed Wealth Management
Illinois
$569K – – –
BGAI
732
Bruce G. Allen Investments
Colorado
$568K -$4.76K -65 -0.8%
DP
733
Dearborn Partners
Illinois
$567K -$10.6K -145 -2%
AGC
734
Aspen Grove Capital
Colorado
$565K +$69.7K +951 +14%
NFC
735
Northstar Financial Companies
Pennsylvania
$565K +$513 +7 +0.1%
FMTC
736
Farmers & Merchants Trust Company
California
$565K -$135K -1,845 -19%
NWAG
737
Net Worth Advisory Group
Utah
$564K -$35.2K -480 -6%
BOH
738
Bank of Hawaii
Hawaii
$564K -$144K -1,960 -20%
IIM
739
InTrack Investment Management
Vermont
$564K +$733 +10 +0.1%
KCPG
740
Kavar Capital Partners Group
Kansas
$563K -$14.7K -200 -3%
VVP
741
Venture Visionary Partners
Ohio
$562K +$72.3K +987 +15%
ECM
742
Estabrook Capital Management
New York
$561K – – –
Empower Advisory Group
743
Empower Advisory Group
Colorado
$561K +$15.5K +212 +3%
HCP
744
Hardin Capital Partners
South Carolina
$560K -$23.8K -325 -4%
SWM
745
Spire Wealth Management
Virginia
$558K +$660 +9 +0.1%
MA
746
MONECO Advisors
Connecticut
$556K +$9.82K +134 +2%
EMAM
747
Encompass More Asset Management
California
$551K -$16.6K -226 -3%
PL
748
Plancorp LLC
Missouri
$550K +$550K +7,504 New
MPI
749
Mairs & Power Inc
Minnesota
$550K – – –
WI
750
WrapManager Inc
California
$546K -$32.5K -444 -6%
28 29
30
31 32