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Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
826
Birch Hill Investment Advisors
Massachusetts
$407K – – –
AIM
827
Aigen Investment Management
New York
$407K +$425K +6,489 New
FTC
828
Farmers Trust Company
Ohio
$406K – – –
IWA
829
Icon Wealth Advisors
Texas
$406K +$106K +1,618 +33%
E3F
830
Eight 31 Financial
Texas
$404K +$4.46K +68 +1%
BMC
831
Beaton Management Company
Massachusetts
$404K – – –
JCM
832
Jacobi Capital Management
Pennsylvania
$402K -$10.7K -163 -2%
MWM
833
Modern Wealth Management
Kansas
$399K +$19.2K +293 +5%
AWS
834
Arkfeld Wealth Strategies
Nebraska
$399K +$2.95K +45 +0.7%
APWM
835
Argonautica Private Wealth Management
Massachusetts
$398K +$22.4K +342 +6%
WPW
836
Waldron Private Wealth
Pennsylvania
$398K -$65.9K -1,006 -14%
NIM
837
Northeast Investment Management
Massachusetts
$397K -$292K -4,458 -41%
VDI
838
Vaughan David Investments
Illinois
$393K – – –
BFA
839
Bill Few Associates
Pennsylvania
$388K +$21.6K +330 +6%
SN
840
Sittner & Nelson
Oregon
$388K +$197 +3 +0%
GWM
841
Gibbs Wealth Management
Georgia
$385K +$118K +1,793 +41%
EI
842
Ethic Inc
New York
$385K -$27.2K -415 -6%
ACM
843
Advisors Capital Management
New Jersey
$385K -$7.86K -120 -2%
DWM
844
Drive Wealth Management
Utah
$384K -$43.4K -662 -10%
FCG
845
Fielder Capital Group
Tennessee
$383K +$50.2K +766 +14%
AWM
846
Axxcess Wealth Management
California
$380K +$131 +2 +0%
SIM
847
Seaview Investment Managers
Florida
$379K +$1.51K +23 +0.4%
HA
848
Hamel Associates
New Jersey
$379K – – –
NA
849
Nautilus Advisors
California
$378K +$395K +6,029 New
HP
850
Haven Private
Florida
$376K +$393K +6,002 New
32 33
34
35 36

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.