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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 %
RDWM
851
Red Door Wealth Management
Tennessee
$410K +$56.9K +776 +16%
GAM
852
Gotham Asset Management
New York
$410K +$410K +5,593 New
LNB
853
Ledyard National Bank
$409K -$82K -1,119 -17%
FDCDDQ
854
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K +$14.1K +193 +4%
CLOS
855
Compagnie Lombard Odier SCmA
Switzerland
$405K -$103K -1,405 -20%
SWM
856
Silverlake Wealth Management
Vermont
$404K – – –
EWA
857
EverSource Wealth Advisors
Alabama
$404K +$24K +328 +6%
CWM
858
Cordatus Wealth Management
Pennsylvania
$401K +$7.03K +96 +2%
4WM
859
49 Wealth Management
Texas
$400K +$400K +5,457 New
FWIA
860
Fort Washington Investment Advisors
Ohio
$399K – – –
MJP
861
Michael J. Puzo
$399K – – –
BCP
862
Berkeley Capital Partners
Georgia
$399K – – –
KOCAA
863
Knights of Columbus Asset Advisors
Connecticut
$399K -$19.3K -263 -5%
WA
864
Wealthstream Advisors
New York
$397K -$2.35K -32 -0.6%
KP
865
Keel Point
Alabama
$396K -$27.9K -381 -7%
NSIM
866
North Star Investment Management
Illinois
$396K -$217K -2,958 -35%
ATC
867
Argent Trust Co
Tennessee
$396K +$3.3K +45 +0.8%
SMA
868
Seven Mile Advisory
New Jersey
$395K -$30.8K -420 -7%
LKIM
869
Lawson Kroeker Investment Management
Nebraska
$395K -$16.6K -226 -4%
AWS
870
Arkfeld Wealth Strategies
Nebraska
$395K +$2.56K +40 +0.7%
FA
871
Fermata Advisors
California
$391K +$391K +5,342 New
RSWM
872
Robertson Stephens Wealth Management
California
$391K +$220 +3 +0.1%
BFA
873
Beaumont Financial Advisors
Massachusetts
$389K +$1.54K +21 +0.4%
PCM
874
Parsons Capital Management
Rhode Island
$387K – – –
DCA
875
DSG Capital Advisors
Minnesota
$387K – – –
33 34
35
36 37