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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 %
PPWM
1151
PFG Private Wealth Management
Florida
$173K -$2.93K -40 -2%
FDCP
1152
Foster Dykema Cabot & Partners
Massachusetts
$171K -$33.6K -458 -16%
WA
1153
Whipplewood Advisors
Colorado
$166K +$4.84K +66 +3%
TLA
1154
Tanglewood Legacy Advisors
Texas
$162K – – –
LWANC
1155
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K – – –
Bank Julius Baer & Co
1156
Bank Julius Baer & Co
Switzerland
$157K +$157K +1,891 New
BGC
1157
Beutel, Goodman & Co
Ontario, Canada
$153K +$153K +2,100 New
FAM
1158
Flaharty Asset Management
Florida
$150K +$150K +2,050 New
BCFD
1159
Boit C.F. David
$147K – – –
PB
1160
Pinnacle Bancorp
Nebraska
$137K +$14.4K +197 +12%
WCM
1161
Westend Capital Management
California
$137K – – –
CT
1162
Colonial Trust
South Carolina
$129K +$27.6K +376 +27%
GBT
1163
Grove Bank & Trust
Florida
$127K -$57.3K -782 -31%
AWM
1164
Ameliora Wealth Management
Switzerland
$126K -$93.8K -1,280 -43%
CA
1165
CoreCap Advisors
Michigan
$124K +$3.22K +44 +3%
OWA
1166
Opal Wealth Advisors
New York
$120K +$120K +1,640 New
APF
1167
Alaska Permanent Fund
Alaska
$118K – – –
WCM
1168
Winthrop Capital Management
Indiana
$118K – – –
BFPW
1169
BOK Financial Private Wealth
Colorado
$118K -$39.7K -541 -25%
SFG
1170
Stonebridge Financial Group
Pennsylvania
$117K – – –
GM
1171
GeoWealth Management
Illinois
$114K -$503K -6,866 -82%
ITIM
1172
Indiana Trust & Investment Management
Indiana
$111K – – –
CBT
1173
Crews Bank & Trust
Florida
$108K -$366 -5 -0.3%
WBC
1174
West Branch Capital
Massachusetts
$105K – – –
BL
1175
BFSG LLC
California
$105K -$4.4K -60 -4%
45 46
47
48 49