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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
ACM
826
Advisors Capital Management
New Jersey
$459K +$7.81K +116 +2%
BFA
827
Bill Few Associates
Pennsylvania
$455K +$674 +10 +0.2%
VDI
828
Vaughan David Investments
Illinois
$454K -$5.59K -83 -1%
SN
829
Sittner & Nelson
Oregon
$454K +$135 +2 +0%
DWM
830
Drive Wealth Management
Utah
$453K +$3.17K +47 +0.8%
BWM
831
Baron Wealth Management
Michigan
$451K -$138K -2,055 -25%
FCG
832
Fielder Capital Group
Tennessee
$448K
AWM
833
Axxcess Wealth Management
California
$448K +$3.5K +52 +0.9%
HA
834
Hamel Associates
New Jersey
$443K
AAIM
835
Asset Advisors Investment Management
Georgia
$440K
CIAS
836
CFS Investment Advisory Services
New Jersey
$436K +$606 +9 +0.2%
NAM
837
NorthCrest Asset Manangement
Minnesota
$436K +$160K +2,371 +66%
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$435K -$2.83K -42 -0.7%
1WM
839
1900 Wealth Management
Texas
$435K +$3.23K +48 +0.8%
OPA
840
Old Port Advisors
Maine
$435K +$120K +1,786 +43%
BMCM
841
Bryn Mawr Capital Management
Pennsylvania
$432K
FNBOH
842
First National Bank of Hutchinson
Kansas
$431K +$1.89K +28 +0.5%
PAA
843
Peregrine Asset Advisers
Oregon
$429K
RIL
844
Rothschild Investment LLC
Illinois
$429K -$5.39K -80 -1%
HDIM
845
Hanson & Doremus Investment Management
Vermont
$429K -$3.71K -55 -0.9%
EW
846
Element Wealth
Mississippi
$428K +$2.42K +36 +0.6%
IAIM
847
International Assets Investment Management
Florida
$427K +$19.3K +287 +5%
ACA
848
Ascension Capital Advisors
Texas
$427K +$174K +2,582 +80%
JCM
849
Jacobi Capital Management
Pennsylvania
$425K -$41.8K -620 -10%
SW
850
SteelPeak Wealth
California
$424K -$6.53K -97 -2%

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.