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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 %
TIM
1076
Thompson Investment Management
Wisconsin
$233K – – –
EWA
1077
Evolution Wealth Advisors
Florida
$233K -$161K -2,194 -41%
CV
1078
Counterweight Ventures
North Carolina
$233K +$233K +3,175 New
LPT
1079
Legacy Private Trust
Wisconsin
$233K +$233K +3,173 New
TLP
1080
Trinity Legacy Partners
Texas
$233K -$203 -3 -0.1%
ZI
1081
ZEGA Investments
Florida
$232K +$7.4K +101 +3%
PFSC
1082
Peoples Financial Services Corp
Pennsylvania
$231K – – –
FWM
1083
FMB Wealth Management
California
$231K +$231K +3,148 New
ACA
1084
Atlas Capital Advisors
Wyoming
$230K +$2.79K +38 +1%
Nisa Investment Advisors
1085
Nisa Investment Advisors
Missouri
$230K +$73.3K +1,000 +47%
RIA
1086
Retirement Investment Advisors
Oklahoma
$229K +$229K +2,943 New
WRPWM
1087
Werba Rubin Papier Wealth Management
California
$229K +$229K +3,128 New
PDL
1088
Portfolio Design Labs
California
$229K +$229K +3,120 New
EBSAM
1089
Eubel Brady & Suttman Asset Management
Ohio
$228K -$7.83K -107 -3%
WTA
1090
Washington Trust Advisors
Massachusetts
$228K +$6.08K +83 +3%
SFI
1091
SPC Financial Inc
Maryland
$228K +$228K +3,106 New
KA
1092
Kozak & Associates
Colorado
$226K -$23K -368 -9%
WDC
1093
Woodward Diversified Capital
California
$225K +$225K +3,076 New
EGM
1094
Engineers Gate Manager
New York
$224K -$3.04M -41,438 -93%
LW
1095
Linscomb Wealth
Texas
$224K +$224K +3,058 New
SWA
1096
SFMG Wealth Advisors
Texas
$224K +$224K +3,054 New
ST
1097
Spinnaker Trust
Maine
$223K +$223K +3,049 New
DWM
1098
Diversify Wealth Management
Utah
$223K +$223K +3,400 New
JWA
1099
JFS Wealth Advisors
Pennsylvania
$222K – – –
HS
1100
Horan Securities
United States
$222K -$43.7K -596 -16%
42 43
44
45 46