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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
AWP
1051
Accretive Wealth Partners
New Jersey
$260K +$269K +4,000 New
WAM
1052
Weinberger Asset Management
California
$258K
BBA
1053
BLB&B Advisors
Pennsylvania
$257K -$5.12K -76 -2%
FCMC
1054
Founders Capital Management (Connecticut)
Connecticut
$256K
QWP
1055
Quotient Wealth Partners
Texas
$256K -$432K -6,406 -65%
BAM
1056
Belpointe Asset Management
Nevada
$254K +$33.7K +500 +17%
TF
1057
Tompkins Financial
New York
$252K +$14.1K +209 +6%
HA
1058
Helium Advisors
Washington
$252K -$5.73K -85 -2%
WPW
1059
Warther Private Wealth
Ohio
$252K +$11.1K +165 +5%
GP
1060
Greenline Partners
New York
$251K +$231K +3,429 New
FFA
1061
Founders Financial Alliance
North Carolina
$250K -$6.47K -96 -3%
OL
1062
one8zero8 LLC
North Carolina
$249K +$6.87K +102 +3%
PMA
1063
Prudent Man Advisors
Illinois
$249K
MOS
1064
MGO One Seven
Ohio
$249K -$4.78K -71 -2%
WG
1065
Welch Group
Alabama
$248K -$4.11K -61 -2%
1CP
1066
17 Capital Partners
Arizona
$248K -$2.29K -34 -1%
BA
1067
Ballew Advisors
Mississippi
$247K +$337 +5 +0.1%
GWMR
1068
GC Wealth Management RIA
Massachusetts
$247K -$13.6K -202 -6%
CWP
1069
CFM Wealth Partners
Texas
$247K
TFP
1070
Triune Financial Partners
Kansas
$244K +$2.22K +33 +1%
MBT
1071
Montecito Bank & Trust
California
$244K -$45.1K -670 -17%
MBTD
1072
Mechanics Bank - Trust Department
California
$244K -$42.1K -625 -16%
JSW
1073
Journey Strategic Wealth
New Jersey
$243K -$26.9K -399 -11%
CA
1074
Cache Advisors
California
$242K
GFG
1075
Goldstone Financial Group
Illinois
$242K +$223K +3,303 New

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.