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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
PS
1076
Planned Solutions
California
$242K +$222K +3,300 New
CG
1077
Clarus Group
Texas
$242K +$606 +9 +0.3%
CTA
1078
Colonial Trust Advisors
South Carolina
$242K +$178K +2,640 +401%
RP
1079
Riverbridge Partners
Minnesota
$242K +$222K +3,298 New
DSC
1080
Duncker Streett & Co
Missouri
$242K +$606 +9 +0.3%
MP
1081
McDonald Partners
Ohio
$241K +$135 +2 +0.1%
FG
1082
Fiduciary Group
Georgia
$241K
CHC
1083
City Holding Co
West Virginia
$239K +$5.73K +85 +3%
CWS
1084
Confluence Wealth Services
Pennsylvania
$239K
PWP
1085
Phillips Wealth Planners
Mississippi
$238K -$3.57K -53 -1%
ABWM
1086
Alpine Bank Wealth Management
Colorado
$238K +$219K +3,244 New
RC
1087
Roundview Capital
New Jersey
$235K
SIA
1088
SeaBridge Investment Advisors
New Jersey
$234K
HIS
1089
Harvest Investment Services
Illinois
$234K
GLLW
1090
Graves Light Lenhart Wealth
Virginia
$234K
AIC
1091
Archer Investment Corporation
Indiana
$234K +$472 +7 +0.2%
TIM
1092
Thompson Investment Management
Wisconsin
$233K
EWA
1093
Evolution Wealth Advisors
Florida
$233K -$148K -2,194 -41%
CV
1094
Counterweight Ventures
North Carolina
$233K +$214K +3,175 New
LPT
1095
Legacy Private Trust
Wisconsin
$233K +$214K +3,173 New
TLP
1096
Trinity Legacy Partners
Texas
$233K -$202 -3 -0.1%
ZI
1097
ZEGA Investments
Florida
$232K +$6.8K +101 +3%
PFSC
1098
Peoples Financial Services Corp
Pennsylvania
$231K
FWM
1099
FMB Wealth Management
California
$231K +$212K +3,148 New
ACA
1100
Atlas Capital Advisors
Wyoming
$230K +$2.56K +38 +1%

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.