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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 %
GF
1026
Goodman Financial
Texas
$266K – – –
FNT
1027
First National Trust
Pennsylvania
$266K +$266K +3,625 New
PHS
1028
Pekin Hardy Strauss
Illinois
$265K – – –
KA
1029
Klingman & Associates
New York
$264K +$13.6K +186 +5%
CFS
1030
CRA Financial Services
New Jersey
$264K – – –
KMWM
1031
Keudell/Morrison Wealth Management
Oregon
$263K -$806 -11 -0.3%
HIC
1032
Holderness Investments Company
North Carolina
$262K -$7.4K -101 -3%
HCP
1033
Hexagon Capital Partners
Arkansas
$261K +$26.7K +365 +11%
GSEP
1034
Golden State Equity Partners
California
$261K +$12.7K +173 +5%
AWP
1035
Accretive Wealth Partners
New Jersey
$260K +$260K +4,000 New
WAM
1036
Weinberger Asset Management
California
$258K – – –
BBA
1037
BLB&B Advisors
Pennsylvania
$257K -$5.57K -76 -2%
FCMC
1038
Founders Capital Management (Connecticut)
Connecticut
$256K – – –
QWP
1039
Quotient Wealth Partners
Texas
$256K -$469K -6,406 -65%
BAM
1040
Belpointe Asset Management
Nevada
$254K +$36.6K +500 +17%
TF
1041
Tompkins Financial
New York
$252K +$15.3K +209 +6%
HA
1042
Helium Advisors
Washington
$252K -$6.23K -85 -2%
WPW
1043
Warther Private Wealth
Ohio
$252K +$12.1K +165 +5%
GP
1044
Greenline Partners
New York
$251K +$251K +3,429 New
FFA
1045
Founders Financial Alliance
North Carolina
$250K -$7.04K -96 -3%
OL
1046
one8zero8 LLC
North Carolina
$249K +$7.48K +102 +3%
PMA
1047
Prudent Man Advisors
Illinois
$249K – – –
MOS
1048
MGO One Seven
Ohio
$249K -$5.2K -71 -2%
WG
1049
Welch Group
Alabama
$248K -$4.44K -61 -2%
1CP
1050
17 Capital Partners
Arizona
$248K -$2.45K -34 -1%
40 41
42
43 44