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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
BGC
1176
Beutel, Goodman & Co
Ontario, Canada
$153K +$141K +2,100 New
FAM
1177
Flaharty Asset Management
Florida
$150K +$138K +2,050 New
BCFD
1178
Boit C.F. David
$147K
PB
1179
Pinnacle Bancorp
Nebraska
$137K +$13.3K +197 +12%
WCM
1180
Westend Capital Management
California
$137K
CT
1181
Colonial Trust
South Carolina
$129K +$25.3K +376 +27%
GBT
1182
Grove Bank & Trust
Florida
$127K -$52.7K -782 -31%
AWM
1183
Ameliora Wealth Management
Switzerland
$126K -$86.2K -1,280 -43%
CA
1184
CoreCap Advisors
Michigan
$124K +$2.96K +44 +3%
OWA
1185
Opal Wealth Advisors
New York
$120K +$110K +1,640 New
APF
1186
Alaska Permanent Fund
Alaska
$118K
WCM
1187
Winthrop Capital Management
Indiana
$118K
BFPW
1188
BOK Financial Private Wealth
Colorado
$118K -$36.4K -541 -25%
SFGP
1189
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$117K
GM
1190
GeoWealth Management
Illinois
$114K -$463K -6,866 -82%
ITIM
1191
Indiana Trust & Investment Management
Indiana
$111K
CAM
1192
Chesapeake Asset Management
New York
$110K
CBT
1193
Crews Bank & Trust
Florida
$108K -$337 -5 -0.3%
WBC
1194
West Branch Capital
Massachusetts
$105K
BL
1195
BFSG LLC
California
$105K -$4.04K -60 -4%
TFGT
1196
TS Financial Group (TSFG)
Illinois
$105K +$96.7K +1,436 New
AEPWM
1197
Atlantic Edge Private Wealth Management
Florida
$95.3K
CSB
1198
City State Bank
Iowa
$93.9K
Fidelity International
1199
Fidelity International
Bermuda
$93.4K +$4.24K +63 +5%
GJIA
1200
Glass Jacobson Investment Advisors
Maryland
$93.1K

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.