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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
18.86%
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
$6.85B
2
Capital World Investors
Capital World Investors
California
$512M
3
GQG Partners
GQG Partners
Florida
$210M
4
Raymond James Financial
Raymond James Financial
Florida
$217M
5
Citadel Advisors
Citadel Advisors
Florida
$140M

Top Sellers

1
Millennium Management
Millennium Management
New York
$138M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$138M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$447M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$545M
5
Two Sigma Investments
Two Sigma Investments
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$25.1M +$2.71M +37,040 +12%
HP
102
Hikari Power
Japan
$25.1M – – –
WIC
103
Willis Investment Counsel
Georgia
$24.8M -$35.2K -480 -0.1%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$24.7M -$729K -9,942 -3%
TA
105
TruWealth Advisors
Louisiana
$23.8M +$111K +1,511 +0.5%
Mariner
106
Mariner
Kansas
$23.7M -$680K -9,282 -3%
Jane Street
107
Jane Street
New York
$23.7M -$11.8M -161,700 -33%
TI
108
Tidal Investments
Wisconsin
$22.9M -$13.2M -179,827 -36%
GC
109
Guardian Capital
Ontario, Canada
$22.7M -$101K -1,379 -0.4%
HPG
110
Harvest Portfolios Group
Ontario, Canada
$22.7M -$757K -10,336 -3%
WJA
111
Willis Johnson & Associates
Texas
$21.5M +$3.74M +51,081 +21%
LCM
112
Logan Capital Management
Pennsylvania
$21.3M +$2.4M +32,815 +13%
CFIA
113
Cantor Fitzgerald Investment Advisors
New York
$21.1M -$3.17M -43,244 -13%
SG Americas Securities
114
SG Americas Securities
New York
$20.9M -$1.64M -22,403 -7%
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$20.6M +$4.74M +64,623 +30%
NEI
116
Northwest & Ethical Investments
Ontario, Canada
$20.2M -$1.45M -19,801 -7%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$19.8M +$1.37M +18,707 +7%
ACA
118
Anchor Capital Advisors
Massachusetts
$19.6M -$699K -9,545 -3%
Citigroup
119
Citigroup
New York
$19.4M -$134K -1,829 -0.7%
GD
120
Grandfield & Dodd
New York
$18.6M +$49K +668 +0.3%
Charles Schwab
121
Charles Schwab
California
$18.5M +$3.85M +52,541 +26%
Truist Financial
122
Truist Financial
North Carolina
$18.1M -$1.43M -19,555 -7%
SC
123
Sapient Capital
Indiana
$17.9M -$4.91K -67 -0%
KFC
124
Klingenstein Fields & Co
New York
$17.7M +$106K +1,447 +0.6%
QCM
125
QRG Capital Management
Illinois
$17.6M +$2.82M +38,521 +19%
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