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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 %
ECA
801
Elevated Capital Advisors
Utah
$476K -$162K -2,207 -25%
FTC
802
Farmers Trust Company
Ohio
$475K – – –
E3F
803
Eight 31 Financial
Texas
$474K +$733 +10 +0.2%
PFBT
804
Parkside Financial Bank & Trust
Missouri
$473K +$57.7K +788 +14%
MWM
805
Modern Wealth Management
Kansas
$473K +$6.01K +82 +1%
BMC
806
Beaton Management Company
Massachusetts
$473K – – –
BWM
807
Bulltick Wealth Management
Florida
$471K -$3M -40,975 -86%
MDA
808
Minot DeBlois Advisors
Massachusetts
$466K -$46.1K -629 -9%
Mitsubishi UFJ Asset Management
809
Mitsubishi UFJ Asset Management
Japan
$466K +$2.57K +35 +0.6%
NIM
810
Northeast Investment Management
Massachusetts
$465K – – –
EWM
811
Empirical Wealth Management
Washington
$462K -$16.6K -226 -3%
AC
812
AlphaCore Capital
California
$460K +$460K +6,281 New
ACM
813
Advisors Capital Management
New Jersey
$459K +$8.5K +116 +2%
BFA
814
Bill Few Associates
Pennsylvania
$455K +$733 +10 +0.2%
VDI
815
Vaughan David Investments
Illinois
$454K -$6.09K -83 -1%
SN
816
Sittner & Nelson
Oregon
$454K +$147 +2 +0%
DWM
817
Drive Wealth Management
Utah
$453K +$3.44K +47 +0.8%
BWM
818
Baron Wealth Management
Michigan
$451K -$151K -2,055 -25%
FCG
819
Fielder Capital Group
Tennessee
$448K – – –
AWM
820
Axxcess Wealth Management
California
$448K +$3.81K +52 +0.9%
HA
821
Hamel Associates
New Jersey
$443K – – –
AAIM
822
Asset Advisors Investment Management
Georgia
$440K – – –
CIAS
823
CFS Investment Advisory Services
New Jersey
$436K +$659 +9 +0.2%
NAM
824
NorthCrest Asset Manangement
Minnesota
$436K +$174K +2,371 +66%
LCWP
825
Legacy Capital Wealth Partners
Arkansas
$435K -$3.08K -42 -0.7%
31 32
33
34 35