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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 %
CP
951
Canopy Partners
Ohio
$323K -$4.69K -64 -1%
SFG
952
Seamount Financial Group
Colorado
$322K +$36.6K +500 +13%
SAA
953
Southeast Asset Advisors
Georgia
$321K – – –
KCFA
954
Key Client Fiduciary Advisors
New Jersey
$321K +$73 +1 +0%
SDAM
955
Shulman DeMeo Asset Management
New York
$321K +$8.87K +121 +3%
SWA
956
Sax Wealth Advisors
New Jersey
$320K +$12K +164 +4%
IAP
957
Indie Asset Partners
Indiana
$320K +$147 +2 +0%
WT
958
Washington Trust
Rhode Island
$320K – – –
HR
959
Hardy Reed
Mississippi
$319K – – –
RF
960
RHS Financial
California
$317K -$98.3K -1,341 -24%
FRA
961
Frank Rimerman Advisors
California
$317K -$67.7K -924 -18%
WP
962
Westmount Partners
California
$316K -$175K -2,394 -36%
AWAP
963
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$315K – – –
Fiera Capital (Canada)
964
Fiera Capital (Canada)
Quebec, Canada
$314K +$314K +4,282 New
AG
965
AmeriFlex Group
Nevada
$311K +$2.57K +35 +0.8%
TCB
966
Texas Capital Bancshares
Texas
$311K -$11.7K -160 -4%
SFO
967
Stokes Family Office
Louisiana
$309K -$19.8K -270 -6%
CAM
968
Concorde Asset Management
Michigan
$308K – – –
GTAM
969
Global Trust Asset Management
Florida
$307K +$287K +3,910 +1,372%
IP
970
Isthmus Partners
Wisconsin
$307K -$49.6K -677 -14%
CTC
971
Cetera Trust Company
Minnesota
$307K – – –
CMMS
972
Comprehensive Money Management Services
Florida
$306K – – –
SWMP
973
Signature Wealth Management Partners
New Jersey
$305K – – –
JWCA
974
J.W. Coons Advisors
Ohio
$305K – – –
SBIA
975
Sheaff Brock Investment Advisors
Indiana
$305K – – –
37 38
39
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