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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 %
SCM
1126
Stonebridge Capital Management
California
$211K +$211K +2,876 New
CA
1127
Claro Advisors
Massachusetts
$209K +$209K +2,857 New
MFA
1128
Mayflower Financial Advisors
Massachusetts
$209K +$209K +2,853 New
TIM
1129
Tevis Investment Management
Texas
$209K – – –
TFF
1130
The Family Firm
Maryland
$208K +$208K +2,843 New
TTWM
1131
TCV Trust & Wealth Management
Virginia
$207K +$207K +2,825 New
AP
1132
Appleton Partners
Massachusetts
$207K +$207K +2,825 New
SRC
1133
Stone Run Capital
New York
$206K +$206K +2,810 New
AA
1134
Addison Advisors
Vermont
$205K +$13.4K +183 +7%
PCA
1135
Purkiss Capital Advisors
Connecticut
$205K +$205K +2,800 New
TC
1136
Trust Company
Kansas
$205K +$179K +2,447 +711%
AIC
1137
Argus Investors Counsel
New York
$202K +$202K +2,751 New
FCA
1138
FLC Capital Advisors
California
$200K +$200K +2,731 New
RBFC
1139
Roman Butler Fullerton & Co
Missouri
$200K +$314 +5 +0.2%
OWP
1140
ORG Wealth Partners
Texas
$199K +$20K +273 +11%
CSPIA
1141
Cary Street Partners Investment Advisory
Virginia
$198K +$166K +2,259 +504%
OC
1142
Oakworth Capital
Alabama
$197K +$1.1K +15 +0.6%
RTC
1143
Riverview Trust Company
Washington
$193K – – –
AAP
1144
Arax Advisory Partners
Colorado
$190K +$60.4K +824 +47%
AF
1145
Advisornet Financial
Minnesota
$188K +$49.5K +675 +36%
SIC
1146
Salem Investment Counselors
North Carolina
$186K +$1.83K +25 +1%
FPB
1147
First PREMIER Bank
South Dakota
$183K – – –
DAM
1148
Delta Asset Management
Tennessee
$182K – – –
ECM
1149
Elgethun Capital Management
South Dakota
$178K -$82.6K -1,127 -32%
HWP
1150
Highline Wealth Partners
California
$174K +$15.3K +209 +10%
44 45
46
47 48