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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
TA
1126
Teramo Advisors
Florida
$220K +$202K +3,000 New
WI
1127
Wedgewood Investors
Pennsylvania
$220K +$202K +3,000 New
GIA
1128
Gladstone Institutional Advisory
Florida
$220K +$202K +2,997 New
MIC
1129
Meridian Investment Counsel
California
$218K +$201K +2,977 New
CWA
1130
Choice Wealth Advisors
Maine
$218K +$200K +2,976 New
BAM
1131
Berkshire Asset Management
Pennsylvania
$217K -$42.1K -625 -16%
SBWIC
1132
Schaper Benz & Wise Investment Counsel
Wisconsin
$217K +$200K +2,965 New
MCM
1133
M1 Capital Management
Michigan
$217K +$200K +2,962 New
AC
1134
Addison Capital
Pennsylvania
$217K +$199K +2,957 New
NRWA
1135
North Ridge Wealth Advisors
Oregon
$216K
MMPW
1136
Mitchell McLeod Pugh & Williams
Alabama
$216K +$199K +2,951 New
SIG
1137
Sargent Investment Group
Maryland
$216K +$199K +2,950 New
CCM
1138
Causeway Capital Management
California
$216K -$484K -7,188 -71%
GIP
1139
Greatmark Investment Partners
Georgia
$216K +$198K +2,943 New
BWP
1140
Barlow Wealth Partners
Kentucky
$215K
IA
1141
Integrity Alliance
Iowa
$215K +$198K +2,933 New
CCG
1142
Cypress Capital Group
Florida
$213K +$195K +2,900 New
NFG
1143
Nations Financial Group
Iowa
$211K -$40.2K -597 -17%
SCM
1144
Stonebridge Capital Management
California
$211K +$194K +2,876 New
CA
1145
Claro Advisors
Massachusetts
$209K +$192K +2,857 New
MFA
1146
Mayflower Financial Advisors
Massachusetts
$209K +$192K +2,853 New
TIM
1147
Tevis Investment Management
Texas
$209K
TFF
1148
The Family Firm
Maryland
$208K +$192K +2,843 New
TTWM
1149
TCV Trust & Wealth Management
Virginia
$207K +$190K +2,825 New
AP
1150
Appleton Partners
Massachusetts
$207K +$190K +2,825 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.