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
Name Holding Trade Value Shares
Change
Shares
Change %
NC
1201
NewSquare Capital
Pennsylvania
$63.8K +$52.1K +711 +447%
JFGIW
1202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.8K +$53.5K +730 +521%
EPAM
1203
Evelyn Partners Asset Management
$63.5K +$63.5K +750 New
LP
1204
LMR Partners
United Kingdom
$61.4K +$61.4K +838 New
SWA
1205
SOA Wealth Advisors
New York
$61.3K
GKIM
1206
GW&K Investment Management
Massachusetts
$60K
KFI
1207
Key Financial Inc
Pennsylvania
$58.8K -$12K -164 -17%
HBW
1208
Hazlett, Burt & Watson
West Virginia
$58K -$14.7K -202 -20%
WF
1209
Wayfinding Financial
Washington
$58K +$58K +801 New
FCMT
1210
Founders Capital Management (Texas)
Texas
$56.4K
CA
1211
Continuum Advisory
Idaho
$56.2K +$32.1K +438 +133%
MSFP
1212
Mark Sheptoff Financial Planning
Connecticut
$55K
TFM
1213
TFC Financial Management
Massachusetts
$54.3K
WB
1214
Webster Bank
Connecticut
$54.2K
CSC
1215
Caldwell Sutter Capital
California
$53.3K -$806 -11 -1%
PWAM
1216
Private Wealth Asset Management
Iowa
$53.3K +$53.3K +727 New
VWM
1217
Vermillion Wealth Management
Minnesota
$52.4K +$439 +6 +0.8%
OPTFSNA
1218
Old Point Trust & Financial Services N A
Virginia
$51.4K
GFPC
1219
Global Financial Private Client
Florida
$51.3K
FDW
1220
Fourth Dimension Wealth
Ohio
$50K
RMC
1221
Resources Management Corp
Connecticut
$49K
PIS
1222
POM Investment Strategies
North Carolina
$48.7K +$48.7K +664 New
BTD
1223
BankPlus Trust Department
Mississippi
$48.6K +$32K +437 +193%
MA
1224
MCF Advisors
Kentucky
$48.5K
CPG
1225
Cornerstone Planning Group
New Jersey
$48.3K +$37.5K +581 +348%