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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
AB
926
Atlas Brown
Kentucky
$355K
AG
927
AlTi Global
New York
$354K -$166K -2,458 -34%
CAL
928
Capital Analysts LLC
Pennsylvania
$354K -$3.64K -54 -1%
EGA
929
E&G Advisors
Texas
$352K -$1.95K -29 -0.6%
BAM
930
Brave Asset Management
New Jersey
$352K
AWM
931
Angeles Wealth Management
California
$350K -$39.4K -585 -11%
FTWA
932
Fifth Third Wealth Advisors
Ohio
$348K -$4.99K -74 -2%
BAM
933
Broyhill Asset Management
North Carolina
$347K +$33.7K +500 +12%
GCM
934
Graham Capital Management
Connecticut
$346K -$4.28M -63,587 -93%
Macquarie Group
935
Macquarie Group
Australia
$346K -$1.48K -22 -0.5%
RA
936
Riversedge Advisors
Delaware
$345K +$74.7K +1,109 +31%
SFC
937
Strategic Financial Concepts
Texas
$345K +$2.16K +32 +0.7%
KIC
938
Keating Investment Counselors
Florida
$343K
BCG
939
Breakwater Capital Group
New Jersey
$342K +$60.2K +894 +24%
GIP
940
Granite Investment Partners
California
$341K
ML
941
McAdam LLC
Pennsylvania
$340K -$1.75K -26 -0.6%
VST
942
Van Strum & Towne
California
$339K +$312K +4,630 New
UCB
943
United Community Bank
South Carolina
$338K +$74.1K +1,100 +31%
ANTB
944
AMG National Trust Bank
Colorado
$337K +$310K +4,595 New
AA
945
Ancora Advisors
Ohio
$335K -$67 -1 -0%
DTC
946
Davidson Trust Company
Washington
$335K +$308K +4,575 New
AA
947
Argent Advisors
Louisiana
$335K +$34.2K +508 +13%
CC
948
Chicago Capital
Illinois
$334K
FAT
949
First American Trust
California
$332K +$5.52K +82 +2%
CAM
950
Carret Asset Management
New York
$332K

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.