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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
PP
901
PFS Partners
New Jersey
$375K +$3.1K +46 +0.9%
RC
902
Rahlfs Capital
Texas
$374K
CA
903
Cullinan Associates
Kentucky
$374K
LCM
904
Lunt Capital Management
Utah
$374K
AIM
905
Anchor Investment Management
South Carolina
$374K -$6.74K -100 -2%
WSC
906
Wellington Shields & Co
New York
$372K +$202K +3,000 +145%
GSB
907
Greenfield Savings Bank
Massachusetts
$368K
RA
908
RFG Advisory
Alabama
$368K +$338K +5,019 New
CCC
909
Chelsea Counsel Company
California
$367K
LF
910
Lantz Financial
Illinois
$367K +$1.89K +28 +0.6%
HJGA
911
Hardman Johnston Global Advisors
Connecticut
$366K
SDJVC
912
St. Denis J. Villere & Co
Louisiana
$366K
CI
913
Corient IA
Florida
$366K +$337K +5,000 New
USGIU
914
U.S. Global Investors (USGI)
Texas
$366K +$337K +5,000 New
JIC
915
Joel Isaacson & Co
New York
$366K -$2.02K -30 -0.6%
LIA
916
Lynx Investment Advisory
District of Columbia
$366K +$1.01K +15 +0.3%
RMAM
917
Raab & Moskowitz Asset Management
New Jersey
$365K -$56.5K -838 -14%
RCAG
918
Rehmann Capital Advisory Group
Michigan
$365K +$1.01K +15 +0.3%
SAIG
919
Semper Augustus Investments Group
Colorado
$364K
I2I
920
Insight 2811 Inc
Illinois
$363K
PCS
921
Personal CFO Solutions
New Jersey
$362K +$1.55K +23 +0.5%
PFA
922
Pure Financial Advisors
California
$362K +$332K +4,934 New
TT
923
TI-Trust
Illinois
$361K
PP
924
Patten & Patten
Tennessee
$360K +$6.2K +92 +2%
PCMK
925
Paragon Capital Management (Kansas)
Kansas
$360K -$21.9K -325 -6%

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.