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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 %
AIA
876
AIMZ Investment Advisors
California
$387K -$14.7K -200 -4%
APG
877
Abacus Planning Group
South Carolina
$386K +$17.2K +235 +5%
TAM
878
Titleist Asset Management
Texas
$383K -$21.7K -296 -5%
CCFM
879
Clear Creek Financial Management
Washington
$383K +$72.3K +987 +23%
NA
880
Nautilus Advisors
California
$383K -$59.3K -809 -13%
BL
881
Balentine LLC
Georgia
$381K +$20.6K +281 +6%
PA
882
Procyon Advisors
Connecticut
$379K +$1.1K +15 +0.3%
VIP
883
Vista Investment Partners
Oklahoma
$378K +$2.79K +38 +0.7%
IWA
884
Icon Wealth Advisors
Texas
$377K -$98K -1,337 -21%
AOWM
885
Alpha Omega Wealth Management
Virginia
$376K -$25.6K -350 -6%
PAM
886
Parvin Asset Management
South Dakota
$376K – – –
PP
887
PFS Partners
New Jersey
$375K +$3.37K +46 +0.9%
RC
888
Rahlfs Capital
Texas
$374K – – –
CA
889
Cullinan Associates
Kentucky
$374K – – –
LCM
890
Lunt Capital Management
Utah
$374K – – –
AIM
891
Anchor Investment Management
South Carolina
$374K -$7.33K -100 -2%
WSC
892
Wellington Shields & Co
New York
$372K +$220K +3,000 +145%
GSB
893
Greenfield Savings Bank
Massachusetts
$368K – – –
RA
894
RFG Advisory
Alabama
$368K +$368K +5,019 New
CCC
895
Chelsea Counsel Company
California
$367K – – –
LF
896
Lantz Financial
Illinois
$367K +$2.05K +28 +0.6%
HJGA
897
Hardman Johnston Global Advisors
Connecticut
$366K – – –
SDJVC
898
St. Denis J. Villere & Co
Louisiana
$366K – – –
USGIU
899
U.S. Global Investors (USGI)
Texas
$366K +$366K +5,000 New
CI
900
Corient IA
Florida
$366K +$366K +5,000 New
34 35
36
37 38