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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 %
TFGT
1176
TS Financial Group (TSFG)
Illinois
$105K +$105K +1,436 New
AEPWM
1177
Atlantic Edge Private Wealth Management
Florida
$95.3K – – –
CSB
1178
City State Bank
Iowa
$93.9K – – –
Fidelity International
1179
Fidelity International
Bermuda
$93.4K +$4.62K +63 +5%
GJIA
1180
Glass Jacobson Investment Advisors
Maryland
$93.1K – – –
USB
1181
Union Savings Bank
Connecticut
$91.5K – – –
PGAM
1182
Princeton Global Asset Management
New Jersey
$91.4K -$48.9K -667 -35%
CNBTD
1183
Citizens National Bank Trust Department
Mississippi
$84.1K -$14.7K -200 -15%
FCAS
1184
First Command Advisory Services
Texas
$82.7K -$11.3K -154 -12%
PAM
1185
Paradigm Asset Management
New York
$81.9K – – –
CI
1186
CX Institutional
Indiana
$81K +$81K +1,101 New
ANBT
1187
American National Bank & Trust
Texas
$80.6K – – –
GSWM
1188
Golden State Wealth Management
California
$80.5K +$73 +1 +0.1%
IUHSA
1189
Itau Unibanco Holding S.A.
Brazil
$79K -$221 -3 -0.3%
SC
1190
Sawyer & Company
Massachusetts
$78K -$51K -696 -40%
BFP
1191
Briaud Financial Planning
Texas
$77K – – –
AW
1192
Avion Wealth
Texas
$71K – – –
RF
1193
Roxbury Financial
New Jersey
$70.6K +$337 +5 +0.5%
BC
1194
Barrett & Company
Rhode Island
$69.7K -$5.5K -75 -7%
NC
1195
North Capital
Utah
$69.7K +$69.7K +951 New
AAG
1196
Armstrong Advisory Group
Massachusetts
$68.3K – – –
ADL
1197
Asset Dedication LLC
California
$68K -$3.88K -53 -5%
MCM
1198
Manchester Capital Management
Vermont
$66K -$8.06K -110 -11%
AWM
1199
Accredited Wealth Management
Kentucky
$66K – – –
PWA
1200
Physician Wealth Advisors
Utah
$64.1K -$25.4K -346 -28%
46 47
48
49 50