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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
VVP
751
Venture Visionary Partners
Ohio
$562K +$66.5K +987 +15%
ECM
752
Estabrook Capital Management
New York
$561K
Empower Advisory Group
753
Empower Advisory Group
Colorado
$561K +$14.3K +212 +3%
HCP
754
Hardin Capital Partners
South Carolina
$560K -$21.9K -325 -4%
SWM
755
Spire Wealth Management
Virginia
$558K +$606 +9 +0.1%
MA
756
MONECO Advisors
Connecticut
$556K +$9.03K +134 +2%
EMAM
757
Encompass More Asset Management
California
$551K -$15.2K -226 -3%
PL
758
Plancorp LLC
Missouri
$550K +$506K +7,504 New
MPI
759
Mairs & Power Inc
Minnesota
$550K
WI
760
WrapManager Inc
California
$546K -$29.9K -444 -6%
FMWA
761
Forvis Mazars Wealth Advisors
Missouri
$545K -$5.86K -87 -1%
IP
762
Ignite Planners
California
$545K +$1.48K +22 +0.3%
LTAS
763
Linden Thomas Advisory Services
North Carolina
$544K +$53.3K +791 +12%
MWM
764
Mattern Wealth Management
Kansas
$542K +$109K +1,625 +28%
ADMI
765
Albert D. Mason Inc
Massachusetts
$542K -$23.6K -350 -5%
TCOV
766
Trust Company of Vermont
Vermont
$541K -$30.1K -447 -6%
EI
767
Ethic Inc
New York
$529K +$73.6K +1,093 +18%
LC
768
Lindbrook Capital
California
$527K +$37.2K +552 +8%
PWPS
769
Pinnacle Wealth Planning Services
Ohio
$525K +$17.4K +259 +4%
BCWM
770
Bartlett & Co Wealth Management
Ohio
$522K -$5.05K -75 -1%
EFS
771
Essex Financial Services
Connecticut
$521K +$148K +2,199 +45%
RCA
772
Resonant Capital Advisors
Wisconsin
$518K +$164K +2,432 +52%
SAMT
773
Select Asset Management & Trust
Pennsylvania
$518K
NPT
774
National Philanthropic Trust
Pennsylvania
$518K +$2.36K +35 +0.5%
PWP
775
Principle Wealth Partners
Connecticut
$518K

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.