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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 %
BA
1051
Ballew Advisors
Mississippi
$247K +$310 +5 +0.1%
GWMR
1052
GC Wealth Management RIA
Massachusetts
$247K -$14.8K -202 -6%
CWP
1053
CFM Wealth Partners
Texas
$247K – – –
TFP
1054
Triune Financial Partners
Kansas
$244K +$2.42K +33 +1%
MBT
1055
Montecito Bank & Trust
California
$244K -$49.1K -670 -17%
MBTD
1056
Mechanics Bank - Trust Department
California
$244K -$45.8K -625 -16%
JSW
1057
Journey Strategic Wealth
New Jersey
$243K -$29.2K -399 -11%
CA
1058
Cache Advisors
California
$242K – – –
GFG
1059
Goldstone Financial Group
Illinois
$242K +$242K +3,303 New
PS
1060
Planned Solutions
California
$242K +$242K +3,300 New
CG
1061
Clarus Group
Texas
$242K +$660 +9 +0.3%
CTA
1062
Colonial Trust Advisors
South Carolina
$242K +$193K +2,640 +401%
RP
1063
Riverbridge Partners
Minnesota
$242K +$242K +3,298 New
DSC
1064
Duncker Streett & Co
Missouri
$242K +$659 +9 +0.3%
MP
1065
McDonald Partners
Ohio
$241K +$147 +2 +0.1%
FG
1066
Fiduciary Group
Georgia
$241K – – –
CHC
1067
City Holding Co
West Virginia
$239K +$6.23K +85 +3%
CWS
1068
Confluence Wealth Services
Pennsylvania
$239K – – –
PWP
1069
Phillips Wealth Planners
Mississippi
$238K -$3.29K -53 -1%
ABWM
1070
Alpine Bank Wealth Management
Colorado
$238K +$238K +3,244 New
RC
1071
Roundview Capital
New Jersey
$235K – – –
SIA
1072
SeaBridge Investment Advisors
New Jersey
$234K – – –
HIS
1073
Harvest Investment Services
Illinois
$234K – – –
GLLW
1074
Graves Light Lenhart Wealth
Virginia
$234K – – –
AIC
1075
Archer Investment Corporation
Indiana
$234K +$513 +7 +0.2%
41 42
43
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