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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 %
Credit Agricole
1001
Credit Agricole
France
$286K – – –
LCGC
1002
Legacy Capital Group California
California
$285K -$4.18K -57 -1%
EHWM
1003
Eads & Heald Wealth Management
Georgia
$285K -$1.68K -23 -0.6%
MSAM
1004
Moloney Securities Asset Management
Missouri
$283K +$32.8K +448 +13%
CIAM
1005
Caitong International Asset Management
Hong Kong
$281K +$281K +3,841 New
FFA
1006
First Foundation Advisors
California
$279K -$14.3K -195 -5%
CCFCSB
1007
Cape Cod Five Cents Savings Bank
Massachusetts
$279K – – –
SC
1008
Saturna Capital
Washington
$278K – – –
CCWM
1009
Cassaday & Co Wealth Management
Virginia
$277K +$16.2K +221 +6%
BFG
1010
Berger Financial Group
Minnesota
$277K +$220 +3 +0.1%
IAMOG
1011
Investors Asset Management of Georgia
Georgia
$277K -$51.3K -700 -16%
CCMG
1012
Clark Capital Management Group
Pennsylvania
$276K -$40.5M -552,473 -99%
DAS
1013
Diversify Advisory Services
Utah
$276K +$22.7K +347 +9%
HPC
1014
HM Payson & Co
Maine
$276K – – –
BCM
1015
Brookstone Capital Management
Illinois
$275K -$46.2K -630 -14%
CD
1016
Chapin Davis
Maryland
$273K +$440 +6 +0.2%
SP
1017
Successful Portfolios
Florida
$273K -$73 -1 -0%
MW
1018
Marcum Wealth
Ohio
$273K +$18.1K +247 +7%
IIC
1019
Integrated Investment Consultants
Michigan
$270K -$1.17M -15,941 -81%
FCBT
1020
First Citizens Bank & Trust
North Carolina
$269K -$18.6K -254 -6%
TWP
1021
Tyche Wealth Partners
Texas
$269K – – –
CFG
1022
Cooper Financial Group
California
$268K +$7.99K +109 +3%
HWA
1023
HCR Wealth Advisors
California
$268K – – –
TCM
1024
Tufton Capital Management
Maryland
$267K +$6.89K +94 +3%
JPWM
1025
Jamison Private Wealth Management
Georgia
$266K +$733 +10 +0.3%
39 40
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