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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 %
1WM
826
1900 Wealth Management
Texas
$435K +$3.52K +48 +0.8%
OPA
827
Old Port Advisors
Maine
$435K +$131K +1,786 +43%
BMCM
828
Bryn Mawr Capital Management
Pennsylvania
$432K – – –
FNBOH
829
First National Bank of Hutchinson
Kansas
$431K +$2.05K +28 +0.5%
PAA
830
Peregrine Asset Advisers
Oregon
$429K – – –
RIL
831
Rothschild Investment LLC
Illinois
$429K -$5.86K -80 -1%
HDIM
832
Hanson & Doremus Investment Management
Vermont
$429K -$4.03K -55 -0.9%
EW
833
Element Wealth
Mississippi
$428K +$2.64K +36 +0.6%
IAIM
834
International Assets Investment Management
Florida
$427K +$21K +287 +5%
ACA
835
Ascension Capital Advisors
Texas
$427K +$189K +2,582 +80%
JCM
836
Jacobi Capital Management
Pennsylvania
$425K -$45.4K -620 -10%
SW
837
SteelPeak Wealth
California
$424K -$7.11K -97 -2%
MWM
838
Modera Wealth Management
New Jersey
$423K -$6.08K -83 -1%
GI
839
GAMMA Investing
California
$423K +$122K +1,662 +40%
SL
840
Sentry LLC
Tennessee
$422K – – –
LFG
841
Larson Financial Group
Missouri
$419K -$366 -5 -0.1%
PSP
842
Principal Street Partners
Tennessee
$419K – – –
SXL
843
Summit X LLC
Missouri
$416K +$5.86K +80 +1%
CBOR
844
Community Bank of Raymore
Missouri
$414K – – –
AUB
845
Atlantic Union Bankshares
Virginia
$413K – – –
EC
846
EntryPoint Capital
New York
$412K +$412K +5,627 New
SIM
847
Seaview Investment Managers
Florida
$412K -$31.4K -428 -7%
BIM
848
Bridges Investment Management
Nebraska
$411K +$6.96K +95 +2%
CIAS
849
Capital Investment Advisory Services
North Carolina
$411K +$33.1K +451 +9%
MGIA
850
Matthew Goff Investment Advisor
Texas
$411K +$7.18K +98 +2%
32 33
34
35 36