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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
USB
1201
Union Savings Bank
Connecticut
$91.5K
PGAM
1202
Princeton Global Asset Management
New Jersey
$91.3K -$44.9K -667 -35%
CNBTD
1203
Citizens National Bank Trust Department
Mississippi
$84.1K -$13.5K -200 -15%
FCAS
1204
First Command Advisory Services
Texas
$82.7K -$10.4K -154 -12%
PAM
1205
Paradigm Asset Management
New York
$81.9K
CI
1206
CX Institutional
Indiana
$81K +$74.2K +1,101 New
ANBT
1207
American National Bank & Trust
Texas
$80.6K
GSWM
1208
Golden State Wealth Management
California
$80.5K +$67 +1 +0.1%
IUHSA
1209
Itau Unibanco Holding S.A.
Brazil
$79K -$202 -3 -0.3%
SC
1210
Sawyer & Company
Massachusetts
$78K -$46.9K -696 -40%
BFP
1211
Briaud Financial Planning
Texas
$77K
AW
1212
Avion Wealth
Texas
$71K
RF
1213
Roxbury Financial
New Jersey
$70.6K +$337 +5 +0.5%
BC
1214
Barrett & Company
Rhode Island
$69.7K -$5.05K -75 -7%
NC
1215
North Capital
Utah
$69.7K +$64.1K +951 New
AAG
1216
Armstrong Advisory Group
Massachusetts
$68.3K
ADL
1217
Asset Dedication LLC
California
$68K -$3.57K -53 -5%
MCM
1218
Manchester Capital Management
Vermont
$66K -$7.41K -110 -11%
AWM
1219
Accredited Wealth Management
Kentucky
$66K
PWA
1220
Physician Wealth Advisors
Utah
$64.1K -$23.3K -346 -28%
NC
1221
NewSquare Capital
Pennsylvania
$63.8K +$47.9K +711 +447%
JFGIW
1222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.8K +$49.2K +730 +521%
EPAM
1223
Evelyn Partners Asset Management
$63.5K -$10.2K -152 -15%
LP
1224
LMR Partners
United Kingdom
$61.4K +$56.5K +838 New
SWA
1225
SOA Wealth Advisors
New York
$61.3K

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.