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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 %
MGWM
776
Marks Group Wealth Management
Minnesota
$495K -$20.7K -283 -4%
FWP
777
FAS Wealth Partners
Kansas
$495K +$2.42K +33 +0.5%
TW
778
Transform Wealth
Colorado
$495K +$1.17K +16 +0.2%
RBC
779
Romano Brothers & Co
Illinois
$495K -$39.1K -534 -7%
NL
780
NWAM LLC
Washington
$495K -$200K -2,734 -29%
AC
781
Avant Capital
Louisiana
$494K – – –
OIA
782
OneDigital Investment Advisors
Kansas
$494K -$38.8K -529 -7%
SIMG
783
Sonora Investment Management Group
Arizona
$492K -$14.4K -196 -3%
CC
784
Courier Capital
New York
$492K – – –
RWP
785
RWA Wealth Partners
Massachusetts
$491K -$8.79K -120 -2%
HP
786
Holistic Planning
Texas
$489K -$72.8K -993 -13%
WAG
787
Wallace Advisory Group
California
$489K +$1.63K +26 +0.3%
HL
788
HeadInvest LLC
Maine
$487K – – –
DI
789
Diligent Investors
California
$487K -$143K -1,950 -23%
NAM
790
NTV Asset Management
West Virginia
$485K – – –
BJL
791
Brighton Jones LLC
Washington
$485K -$62K -846 -11%
EH
792
Equitable Holdings
New York
$484K -$3.37K -46 -0.7%
ESB
793
Essex Savings Bank
Connecticut
$483K +$56K +764 +13%
GCM
794
Gables Capital Management
Florida
$483K – – –
HI
795
Harbour Investments
Wisconsin
$480K -$95.6K -1,304 -17%
CH
796
Cromwell Holdings
Wyoming
$480K – – –
BWM
797
BigSur Wealth Management
Florida
$479K – – –
RPC
798
Rossmore Private Capital
Connecticut
$477K -$11.1K -151 -2%
SA
799
Strategic Advisors
New York
$476K -$2.27K -31 -0.5%
BHIA
800
Birch Hill Investment Advisors
Massachusetts
$476K – – –
30 31
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