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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 %
JIC
901
Joel Isaacson & Co
New York
$366K -$2.2K -30 -0.6%
LIA
902
Lynx Investment Advisory
District of Columbia
$366K +$1.1K +15 +0.3%
RMAM
903
Raab & Moskowitz Asset Management
New Jersey
$365K -$61.4K -838 -14%
RCAG
904
Rehmann Capital Advisory Group
Michigan
$365K +$1.1K +15 +0.3%
SAIG
905
Semper Augustus Investments Group
Colorado
$364K – – –
I2I
906
Insight 2811 Inc
Illinois
$363K – – –
PCS
907
Personal CFO Solutions
New Jersey
$362K +$1.69K +23 +0.5%
PFA
908
Pure Financial Advisors
California
$362K +$362K +4,934 New
TT
909
TI-Trust
Illinois
$361K – – –
PP
910
Patten & Patten
Tennessee
$360K +$6.74K +92 +2%
PCMK
911
Paragon Capital Management (Kansas)
Kansas
$360K -$23.8K -325 -6%
AB
912
Atlas Brown
Kentucky
$355K – – –
AG
913
AlTi Global
New York
$354K -$180K -2,458 -34%
CAL
914
Capital Analysts LLC
Pennsylvania
$354K -$3.96K -54 -1%
EGA
915
E&G Advisors
Texas
$352K -$2.13K -29 -0.6%
BAM
916
Brave Asset Management
New Jersey
$352K – – –
AWM
917
Angeles Wealth Management
California
$350K -$42.9K -585 -11%
FTWA
918
Fifth Third Wealth Advisors
Ohio
$348K -$5.42K -74 -2%
BAM
919
Broyhill Asset Management
North Carolina
$347K +$36.6K +500 +12%
GCM
920
Graham Capital Management
Connecticut
$346K -$4.66M -63,587 -93%
Macquarie Group
921
Macquarie Group
Australia
$346K -$1.61K -22 -0.5%
RA
922
Riversedge Advisors
Delaware
$345K +$81.3K +1,109 +31%
SFC
923
Strategic Financial Concepts
Texas
$345K +$2.35K +32 +0.7%
KIC
924
Keating Investment Counselors
Florida
$343K – – –
BCG
925
Breakwater Capital Group
New Jersey
$342K +$65.5K +894 +24%
35 36
37
38 39