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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
MIM
1001
Marco Investment Management
Georgia
$294K
LI
1002
Lafayette Investments
Maryland
$293K
BBA
1003
Braun-Bostich & Associates
Pennsylvania
$293K +$20.3K +302 +8%
SC
1004
Sepio Capital
Utah
$293K +$6.33K +94 +2%
FB
1005
Fulton Bank
Pennsylvania
$292K -$45.5K -675 -14%
AIM
1006
Avity Investment Management
Connecticut
$292K -$3.37K -50 -1%
ETS
1007
ESL Trust Services
New York
$292K
UPS
1008
UHLMANN PRICE SECURITIES
Illinois
$292K +$337 +5 +0.1%
PA
1009
PFG Advisors
Arizona
$290K +$33.1K +492 +14%
BFA
1010
Beacon Financial Advisory
Ohio
$289K +$1.42K +21 +0.5%
FM
1011
Family Management
New York
$288K +$265K +3,934 New
BCP
1012
Blue Chip Partners
Michigan
$288K +$876 +13 +0.3%
PAM
1013
Palisade Asset Management
Minnesota
$287K
WPW
1014
Waldron Private Wealth
Pennsylvania
$287K -$164K -2,430 -38%
AWM
1015
Avior Wealth Management
Nebraska
$286K -$337 -5 -0.1%
Credit Agricole
1016
Credit Agricole
France
$286K
LCGC
1017
Legacy Capital Group California
California
$285K -$3.84K -57 -1%
EHWM
1018
Eads & Heald Wealth Management
Georgia
$285K -$1.55K -23 -0.6%
MSAM
1019
Moloney Securities Asset Management
Missouri
$283K +$30.2K +448 +13%
CIAM
1020
Caitong International Asset Management
Hong Kong
$281K +$259K +3,841 New
FFA
1021
First Foundation Advisors
California
$279K -$13.1K -195 -5%
CCFCSB
1022
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
SC
1023
Saturna Capital
Washington
$278K
CCWM
1024
Cassaday & Co Wealth Management
Virginia
$277K +$14.9K +221 +6%
BFG
1025
Berger Financial Group
Minnesota
$277K +$202 +3 +0.1%

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.