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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
SRC
1151
Stone Run Capital
New York
$206K +$189K +2,810 New
AA
1152
Addison Advisors
Vermont
$205K +$12.3K +183 +7%
PCA
1153
Purkiss Capital Advisors
Connecticut
$205K +$189K +2,800 New
TC
1154
Trust Company
Kansas
$205K +$165K +2,447 +711%
AIC
1155
Argus Investors Counsel
New York
$202K +$185K +2,751 New
FCA
1156
FLC Capital Advisors
California
$200K +$184K +2,731 New
RBFC
1157
Roman Butler Fullerton & Co
Missouri
$200K +$337 +5 +0.2%
OWP
1158
ORG Wealth Partners
Texas
$199K +$18.4K +273 +11%
CSPIA
1159
Cary Street Partners Investment Advisory
Virginia
$198K +$152K +2,259 +504%
OC
1160
Oakworth Capital
Alabama
$197K +$1.01K +15 +0.6%
RTC
1161
Riverview Trust Company
Washington
$193K
AAP
1162
Arax Advisory Partners
Colorado
$190K +$55.5K +824 +47%
AF
1163
Advisornet Financial
Minnesota
$188K +$45.5K +675 +36%
SIC
1164
Salem Investment Counselors
North Carolina
$186K +$1.68K +25 +1%
LSA
1165
Leonteq Securities AG
Switzerland
$184K -$87.6K -1,300 -34%
FPB
1166
First PREMIER Bank
South Dakota
$183K
DAM
1167
Delta Asset Management
Tennessee
$182K
ECM
1168
Elgethun Capital Management
South Dakota
$178K -$75.9K -1,127 -32%
HWP
1169
Highline Wealth Partners
California
$174K +$14.1K +209 +10%
PPWM
1170
PFG Private Wealth Management
Florida
$173K -$2.69K -40 -2%
FDCP
1171
Foster Dykema Cabot & Partners
Massachusetts
$171K -$30.9K -458 -16%
WA
1172
Whipplewood Advisors
Colorado
$166K +$4.45K +66 +3%
TLA
1173
Tanglewood Legacy Advisors
Texas
$162K
LWANC
1174
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K
Bank Julius Baer & Co
1175
Bank Julius Baer & Co
Switzerland
$157K +$144K +2,137 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.