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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 %
OPWM
1101
Oxinas Partners Wealth Management
Indiana
$222K +$222K +3,026 New
CPA
1102
Capital Performance Advisors
California
$220K +$220K +3,009 New
FFP
1103
FourThought Financial Partners
Florida
$220K +$220K +3,004 New
APP
1104
Avantax Planning Partners
Iowa
$220K +$220K +3,001 New
AWM
1105
AllSquare Wealth Management
New York
$220K – – –
Bank of Nova Scotia
1106
Bank of Nova Scotia
Ontario, Canada
$220K +$220K +3,000 New
CIA
1107
Cascade Investment Advisors
Oregon
$220K +$220K +3,000 New
TA
1108
Teramo Advisors
Florida
$220K +$220K +3,000 New
WI
1109
Wedgewood Investors
Pennsylvania
$220K +$220K +3,000 New
GIA
1110
Gladstone Institutional Advisory
Florida
$220K +$220K +2,997 New
MIC
1111
Meridian Investment Counsel
California
$218K +$218K +2,977 New
CWA
1112
Choice Wealth Advisors
Maine
$218K +$218K +2,976 New
BAM
1113
Berkshire Asset Management
Pennsylvania
$217K -$40.7K -625 -16%
SBWIC
1114
Schaper Benz & Wise Investment Counsel
Wisconsin
$217K +$217K +2,965 New
MCM
1115
M1 Capital Management
Michigan
$217K +$217K +2,962 New
AC
1116
Addison Capital
Pennsylvania
$217K +$217K +2,957 New
NRWA
1117
North Ridge Wealth Advisors
Oregon
$216K – – –
MMPW
1118
Mitchell McLeod Pugh & Williams
Alabama
$216K +$216K +2,951 New
SIG
1119
Sargent Investment Group
Maryland
$216K +$216K +2,950 New
CCM
1120
Causeway Capital Management
California
$216K -$527K -7,188 -71%
GIP
1121
Greatmark Investment Partners
Georgia
$216K +$216K +2,943 New
BWP
1122
Barlow Wealth Partners
Kentucky
$215K – – –
IA
1123
Integrity Alliance
Iowa
$215K +$215K +2,933 New
CCG
1124
Cypress Capital Group
Florida
$213K +$213K +2,900 New
NFG
1125
Nations Financial Group
Iowa
$211K -$43.8K -597 -17%
43 44
45
46 47