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Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1051
Tyche Wealth Partners
Texas
$230K -$2.62K -40 -1%
HWA
1052
HCR Wealth Advisors
California
$229K – – –
GG
1053
Greenwood Gearhart
Arkansas
$228K -$231K -3,531 -49%
DA
1054
Doliver Advisors
Texas
$228K +$11.8K +180 +5%
HS
1055
Horan Securities
United States
$227K -$524 -8 -0.2%
GF
1056
Goodman Financial
Texas
$227K – – –
AP
1057
Adero Partners
California
$227K +$36.2K +552 +18%
JPWM
1058
Jamison Private Wealth Management
Georgia
$227K +$590 +9 +0.2%
PHS
1059
Pekin Hardy Strauss
Illinois
$226K – – –
CFS
1060
CRA Financial Services
New Jersey
$226K – – –
RA
1061
Riversedge Advisors
Delaware
$226K +$36.6K +559 +18%
BC
1062
Bridgefront Capital
Texas
$225K +$236K +3,597 New
KMWM
1063
Keudell/Morrison Wealth Management
Oregon
$225K -$55K -839 -19%
BBA
1064
BLB&B Advisors
Pennsylvania
$225K -$26.8K -409 -10%
GWMR
1065
GC Wealth Management RIA
Massachusetts
$224K -$244K -3,718 -51%
NAM
1066
NorthCrest Asset Manangement
Minnesota
$224K -$11K -168 -4%
CCWM
1067
Cassaday & Co Wealth Management
Virginia
$223K +$233K +3,560 New
CFG
1068
Cooper Financial Group
California
$223K +$8.19K +125 +4%
ECM
1069
Elgethun Capital Management
South Dakota
$223K +$30.8K +470 +15%
TCM
1070
Tufton Capital Management
Maryland
$222K – – –
FA
1071
Fedenia Advisers
Wisconsin
$222K +$232K +3,541 New
WAM
1072
Weinberger Asset Management
California
$221K – – –
HA
1073
Helium Advisors
Washington
$220K +$231K +3,519 New
UCB
1074
United Community Bank
South Carolina
$220K -$655 -10 -0.3%
FFA
1075
Founders Financial Alliance
North Carolina
$220K -$196K -2,990 -46%
41 42
43
44 45

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.