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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 %
NGA
976
Naples Global Advisors
Florida
$303K -$51.3K -700 -14%
TP
977
Tranquility Partners
Tennessee
$303K +$3.66K +50 +1%
DA
978
Doliver Advisors
Texas
$303K +$36.6K +500 +14%
SG
979
StoneX Group
New York
$303K +$65.4K +892 +28%
GWP
980
Gateway Wealth Partners
Wisconsin
$301K +$73 +1 +0%
AWA
981
Arete Wealth Advisors
Illinois
$301K -$24.6K -336 -8%
ST
982
Sabal Trust
Florida
$301K +$3.81K +52 +1%
FIA
983
Foundations Investment Advisors
Arizona
$297K +$4.47K +61 +2%
FG
984
Foster Group
Iowa
$294K +$45.8K +625 +18%
FMP
985
Financial Management Professionals
Texas
$294K +$16.9K +230 +6%
MIM
986
Marco Investment Management
Georgia
$294K – – –
LI
987
Lafayette Investments
Maryland
$293K – – –
BBA
988
Braun-Bostich & Associates
Pennsylvania
$293K +$22.1K +302 +8%
SC
989
Sepio Capital
Utah
$293K +$6.89K +94 +2%
FB
990
Fulton Bank
Pennsylvania
$292K -$49.5K -675 -14%
AIM
991
Avity Investment Management
Connecticut
$292K -$3.66K -50 -1%
ETS
992
ESL Trust Services
New York
$292K – – –
UPS
993
UHLMANN PRICE SECURITIES
Illinois
$292K +$366 +5 +0.1%
PA
994
PFG Advisors
Arizona
$290K +$36.1K +492 +14%
BFA
995
Beacon Financial Advisory
Ohio
$289K +$1.54K +21 +0.5%
FM
996
Family Management
New York
$288K +$288K +3,934 New
BCP
997
Blue Chip Partners
Michigan
$288K +$953 +13 +0.3%
PAM
998
Palisade Asset Management
Minnesota
$287K – – –
WPW
999
Waldron Private Wealth
Pennsylvania
$287K -$178K -2,430 -38%
AWM
1000
Avior Wealth Management
Nebraska
$286K -$366 -5 -0.1%
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