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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
SAM
101
Stansberry Asset Management
Texas
$25.5M +$352K +5,226 +2%
Creative Planning
102
Creative Planning
Kansas
$25.1M +$2.5M +37,040 +12%
HP
103
Hikari Power
Japan
$25.1M
WIC
104
Willis Investment Counsel
Georgia
$24.8M -$32.3K -480 -0.1%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$24.7M -$670K -9,942 -3%
HC
106
Henshaw Capital
Massachusetts
$24.2M +$21.1M +313,053 +1,852%
TA
107
TruWealth Advisors
Louisiana
$23.8M +$102K +1,511 +0.5%
Mariner
108
Mariner
Kansas
$23.7M -$625K -9,282 -3%
Jane Street
109
Jane Street
New York
$23.7M -$10.9M -161,700 -33%
TI
110
Tidal Investments
Wisconsin
$22.9M -$12.1M -179,827 -36%
GCC
111
Guardian Capital (Canada)
Ontario, Canada
$22.7M -$92.9K -1,379 -0.4%
HPG
112
Harvest Portfolios Group
Ontario, Canada
$22.7M -$696K -10,336 -3%
WJA
113
Willis Johnson & Associates
Texas
$21.5M +$3.44M +51,081 +21%
LCM
114
Logan Capital Management
Pennsylvania
$21.3M +$2.21M +32,815 +13%
CFIA
115
Cantor Fitzgerald Investment Advisors
New York
$21.1M -$2.91M -43,244 -13%
SG Americas Securities
116
SG Americas Securities
New York
$20.9M -$1.51M -22,403 -7%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$20.6M +$4.35M +64,623 +30%
NEI
118
Northwest & Ethical Investments
Ontario, Canada
$20.2M -$1.33M -19,801 -7%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$19.8M +$1.26M +18,707 +7%
ACA
120
Anchor Capital Advisors
Massachusetts
$19.6M -$643K -9,545 -3%
Citigroup
121
Citigroup
New York
$19.4M -$123K -1,829 -0.7%
GD
122
Grandfield & Dodd
New York
$18.6M +$45K +668 +0.3%
Charles Schwab
123
Charles Schwab
California
$18.5M +$3.54M +52,541 +26%
Truist Financial
124
Truist Financial
North Carolina
$18.1M -$1.32M -19,555 -7%
SC
125
Sapient Capital
Indiana
$17.9M -$4.51K -67 -0%

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.