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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
Nisa Investment Advisors
1101
Nisa Investment Advisors
Missouri
$230K +$67.4K +1,000 +47%
RIA
1102
Retirement Investment Advisors
Oklahoma
$229K +$198K +2,943 New
WRPWM
1103
Werba Rubin Papier Wealth Management
California
$229K +$211K +3,128 New
PDL
1104
Portfolio Design Labs
California
$229K +$210K +3,120 New
EBSAM
1105
Eubel Brady & Suttman Asset Management
Ohio
$228K -$7.21K -107 -3%
WTA
1106
Washington Trust Advisors
Massachusetts
$228K +$5.59K +83 +3%
SFI
1107
SPC Financial Inc
Maryland
$228K +$209K +3,106 New
KA
1108
Kozak & Associates
Colorado
$226K -$24.8K -368 -9%
WDC
1109
Woodward Diversified Capital
California
$225K +$207K +3,076 New
MWA
1110
Medallion Wealth Advisors
Connecticut
$225K
EGM
1111
Engineers Gate Manager
New York
$224K -$2.79M -41,438 -93%
LW
1112
Linscomb Wealth
Texas
$224K +$206K +3,058 New
SWA
1113
SFMG Wealth Advisors
Texas
$224K +$206K +3,054 New
ST
1114
Spinnaker Trust
Maine
$223K +$205K +3,049 New
DWM
1115
Diversify Wealth Management
Utah
$223K +$229K +3,400 New
JWA
1116
JFS Wealth Advisors
Pennsylvania
$222K
HS
1117
Horan Securities
United States
$222K -$40.1K -596 -16%
OPWM
1118
Oxinas Partners Wealth Management
Indiana
$222K +$204K +3,026 New
CPA
1119
Capital Performance Advisors
California
$220K +$203K +3,009 New
FFP
1120
FourThought Financial Partners
Florida
$220K +$202K +3,004 New
APP
1121
Avantax Planning Partners
Iowa
$220K +$202K +3,001 New
SLAM
1122
Swiss Life Asset Management
$220K -$129K -1,915 -39%
AWM
1123
AllSquare Wealth Management
New York
$220K
Bank of Nova Scotia
1124
Bank of Nova Scotia
Ontario, Canada
$220K +$202K +3,000 New
CIA
1125
Cascade Investment Advisors
Oregon
$220K +$202K +3,000 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.