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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
GKIM
1226
GW&K Investment Management
Massachusetts
$60K
KFI
1227
Key Financial Inc
Pennsylvania
$58.8K -$11K -164 -17%
HBW
1228
Hazlett, Burt & Watson
West Virginia
$58K -$13.6K -202 -20%
WF
1229
Wayfinding Financial
Washington
$58K +$54K +801 New
FCMT
1230
Founders Capital Management (Texas)
Texas
$56.4K
CA
1231
Continuum Advisory
Idaho
$56.2K +$29.5K +438 +133%
MSFP
1232
Mark Sheptoff Financial Planning
Connecticut
$55K
TFM
1233
TFC Financial Management
Massachusetts
$54.3K
WB
1234
Webster Bank
Connecticut
$54.2K
CSC
1235
Caldwell Sutter Capital
California
$53.3K -$741 -11 -1%
PWAM
1236
Private Wealth Asset Management
Iowa
$53.3K +$49K +727 New
VWM
1237
Vermillion Wealth Management
Minnesota
$52.4K +$404 +6 +0.8%
OPTFSNA
1238
Old Point Trust & Financial Services N A
Virginia
$51.4K
GFPC
1239
Global Financial Private Client
Florida
$51.3K
FDW
1240
Fourth Dimension Wealth
Ohio
$50K
RMC
1241
Resources Management Corp
Connecticut
$49K
PIS
1242
POM Investment Strategies
North Carolina
$48.7K +$44.7K +664 New
BTD
1243
BankPlus Trust Department
Mississippi
$48.6K +$29.4K +437 +193%
MA
1244
MCF Advisors
Kentucky
$48.5K
CPG
1245
Cornerstone Planning Group
New Jersey
$48.3K +$39.1K +581 +348%
LI
1246
LRI Investments
Florida
$47.9K +$202 +3 +0.5%
SO
1247
Sierra Ocean
California
$47.2K +$943 +14 +2%
MFA
1248
McClarren Financial Advisors
Pennsylvania
$46K +$12.3K +182 New
RTL
1249
Red Tortoise LLC
Georgia
$44.5K +$337 +5 +0.8%
Zurich Cantonal Bank
1250
Zurich Cantonal Bank
Switzerland
$44.2K

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.