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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 %
FMWA
751
Forvis Mazars Wealth Advisors
Missouri
$545K -$6.38K -87 -1%
IP
752
Ignite Planners
California
$545K +$1.43K +22 +0.3%
LTAS
753
Linden Thomas Advisory Services
North Carolina
$544K +$58K +791 +12%
MWM
754
Mattern Wealth Management
Kansas
$542K +$119K +1,625 +28%
ADMI
755
Albert D. Mason Inc
Massachusetts
$542K -$25.6K -350 -5%
TCOV
756
Trust Company of Vermont
Vermont
$541K -$32.8K -447 -6%
EI
757
Ethic Inc
New York
$529K +$79.8K +1,093 +18%
LC
758
Lindbrook Capital
California
$527K +$40.5K +552 +8%
PWPS
759
Pinnacle Wealth Planning Services
Ohio
$525K +$19K +259 +4%
BCWM
760
Bartlett & Co Wealth Management
Ohio
$522K -$5.5K -75 -1%
EFS
761
Essex Financial Services
Connecticut
$521K +$161K +2,199 +45%
RCA
762
Resonant Capital Advisors
Wisconsin
$518K +$178K +2,432 +52%
SAMT
763
Select Asset Management & Trust
Pennsylvania
$518K – – –
PWP
764
Principle Wealth Partners
Connecticut
$518K – – –
EB
765
Eastern Bank
Massachusetts
$516K -$136K -1,851 -21%
MGIA
766
Moneta Group Investment Advisors
Missouri
$514K -$181K -2,474 -26%
APWM
767
Argonautica Private Wealth Management
Massachusetts
$514K +$47.9K +654 +10%
BIM
768
Baldwin Investment Management
Pennsylvania
$513K – – –
Janus Henderson Group
769
Janus Henderson Group
United Kingdom
$511K – – –
FLPIM
770
F.L. Putnam Investment Management
Massachusetts
$509K +$1.98K +27 +0.4%
BHBT
771
Burke & Herbert Bank & Trust
Virginia
$506K – – –
HCA
772
Harbour Capital Advisors
Virginia
$505K +$11.9K +170 +2%
WIC
773
Woodmont Investment Counsel
Tennessee
$501K – – –
EG
774
Ellerson Group
Maryland
$501K -$63.5K -866 -11%
BCMLT
775
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K -$3.3K -45 -0.7%
29 30
31
32 33