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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
WP
976
Westmount Partners
California
$316K -$161K -2,394 -36%
AWAP
977
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$315K
Fiera Capital (Canada)
978
Fiera Capital (Canada)
Quebec, Canada
$314K +$288K +4,282 New
AG
979
AmeriFlex Group
Nevada
$311K +$2.36K +35 +0.8%
TCB
980
Texas Capital Bancshares
Texas
$311K -$10.8K -160 -4%
SFO
981
Stokes Family Office
Louisiana
$309K -$18.2K -270 -6%
CAM
982
Concorde Asset Management
Michigan
$308K
GTAM
983
Global Trust Asset Management
Florida
$307K +$263K +3,910 +1,372%
IP
984
Isthmus Partners
Wisconsin
$307K -$45.6K -677 -14%
CTC
985
Cetera Trust Company
Minnesota
$307K
CMMS
986
Comprehensive Money Management Services
Florida
$306K
SWMP
987
Signature Wealth Management Partners
New Jersey
$305K
JWCA
988
J.W. Coons Advisors
Ohio
$305K
SBIA
989
Sheaff Brock Investment Advisors
Indiana
$305K
NGA
990
Naples Global Advisors
Florida
$303K -$47.2K -700 -14%
TP
991
Tranquility Partners
Tennessee
$303K +$3.37K +50 +1%
DA
992
Doliver Advisors
Texas
$303K +$33.7K +500 +14%
SG
993
StoneX Group
New York
$303K +$60.1K +892 +28%
GWP
994
Gateway Wealth Partners
Wisconsin
$301K +$67 +1 +0%
PAW
995
Plan A Wealth
Nebraska
$301K +$277K +4,112 New
AWA
996
Arete Wealth Advisors
Illinois
$301K -$22.6K -336 -8%
ST
997
Sabal Trust
Florida
$301K +$3.5K +52 +1%
FIA
998
Foundations Investment Advisors
Arizona
$297K +$4.11K +61 +2%
FG
999
Foster Group
Iowa
$294K +$42.1K +625 +18%
FMP
1000
Financial Management Professionals
Texas
$294K +$15.5K +230 +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.