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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
KOCAA
876
Knights of Columbus Asset Advisors
Connecticut
$399K -$17.7K -263 -5%
WA
877
Wealthstream Advisors
New York
$397K -$2.16K -32 -0.6%
KP
878
Keel Point
Alabama
$396K -$25.7K -381 -7%
NSIM
879
North Star Investment Management
Illinois
$396K -$199K -2,958 -35%
ATC
880
Argent Trust Co
Tennessee
$396K +$3.03K +45 +0.8%
SMA
881
Seven Mile Advisory
New Jersey
$395K -$28.3K -420 -7%
LKIM
882
Lawson Kroeker Investment Management
Nebraska
$395K -$15.2K -226 -4%
AWS
883
Arkfeld Wealth Strategies
Nebraska
$395K +$2.69K +40 +0.7%
FA
884
Fermata Advisors
California
$391K +$360K +5,342 New
RSWM
885
Robertson Stephens Wealth Management
California
$391K +$202 +3 +0.1%
BFA
886
Beaumont Financial Advisors
Massachusetts
$389K +$1.42K +21 +0.4%
PCM
887
Parsons Capital Management
Rhode Island
$387K
DCA
888
DSG Capital Advisors
Minnesota
$387K
AIA
889
AIMZ Investment Advisors
California
$387K -$13.5K -200 -4%
APG
890
Abacus Planning Group
South Carolina
$386K +$15.8K +235 +5%
TAM
891
Titleist Asset Management
Texas
$383K -$19.9K -296 -5%
CCFM
892
Clear Creek Financial Management
Washington
$383K +$66.5K +987 +23%
NA
893
Nautilus Advisors
California
$383K -$54.5K -809 -13%
TAM
894
Tucker Asset Management
Colorado
$382K -$102K -1,521 -23%
BL
895
Balentine LLC
Georgia
$381K +$18.9K +281 +6%
PA
896
Procyon Advisors
Connecticut
$379K +$1.01K +15 +0.3%
VIP
897
Vista Investment Partners
Oklahoma
$378K +$2.56K +38 +0.7%
IWA
898
Icon Wealth Advisors
Texas
$377K -$90.1K -1,337 -21%
AOWM
899
Alpha Omega Wealth Management
Virginia
$376K -$23.6K -350 -6%
PAM
900
Parvin Asset Management
South Dakota
$376K

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.