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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
IAMOG
1026
Investors Asset Management of Georgia
Georgia
$277K -$47.2K -700 -16%
CCMG
1027
Clark Capital Management Group
Pennsylvania
$276K -$37.2M -552,473 -99%
DAS
1028
Diversify Advisory Services
Utah
$276K +$23.4K +347 +9%
HPC
1029
HM Payson & Co
Maine
$276K
BCM
1030
Brookstone Capital Management
Illinois
$275K -$42.4K -630 -14%
CD
1031
Chapin Davis
Maryland
$273K +$404 +6 +0.2%
SP
1032
Successful Portfolios
Florida
$273K -$67 -1 -0%
MW
1033
Marcum Wealth
Ohio
$273K +$16.6K +247 +7%
BFG
1034
Birch Financial Group
New Hampshire
$271K +$249K +3,693 New
IIC
1035
Integrated Investment Consultants
Michigan
$270K -$1.07M -15,941 -81%
FCBT
1036
First Citizens Bank & Trust
North Carolina
$269K -$17.1K -254 -6%
TWP
1037
Tyche Wealth Partners
Texas
$269K
CFG
1038
Cooper Financial Group
California
$268K +$7.34K +109 +3%
HWA
1039
HCR Wealth Advisors
California
$268K
TCM
1040
Tufton Capital Management
Maryland
$267K +$6.33K +94 +3%
JPWM
1041
Jamison Private Wealth Management
Georgia
$266K +$674 +10 +0.3%
GF
1042
Goodman Financial
Texas
$266K
FNT
1043
First National Trust
Pennsylvania
$266K +$244K +3,625 New
PHS
1044
Pekin Hardy Strauss
Illinois
$265K
KA
1045
Klingman & Associates
New York
$264K +$12.5K +186 +5%
CFS
1046
CRA Financial Services
New Jersey
$264K
KMWM
1047
Keudell/Morrison Wealth Management
Oregon
$263K -$741 -11 -0.3%
HIC
1048
Holderness Investments Company
North Carolina
$262K -$6.8K -101 -3%
HCP
1049
Hexagon Capital Partners
Arkansas
$261K +$24.6K +365 +11%
GSEP
1050
Golden State Equity Partners
California
$261K +$11.7K +173 +5%

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.