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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
18.85%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$518M
2
Capital World Investors
Capital World Investors
California
+$512M
3
GQG Partners
GQG Partners
Florida
+$210M
4
Raymond James Financial
Raymond James Financial
Florida
+$110M
5
Citadel Advisors
Citadel Advisors
Florida
+$92.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$257M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$84.8M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$79.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
1226
LRI Investments
Florida
$47.9K +$220 +3 +0.5%
SO
1227
Sierra Ocean
California
$47.2K +$1.03K +14 +2%
MFA
1228
McClarren Financial Advisors
Pennsylvania
$46K +$46K +182 New
RTL
1229
Red Tortoise LLC
Georgia
$44.5K +$366 +5 +0.8%
Zurich Cantonal Bank
1230
Zurich Cantonal Bank
Switzerland
$44.2K – – –
LB
1231
Legacy Bridge
Iowa
$44K -$29.3K -400 -40%
FG
1232
Fairman Group
Pennsylvania
$43.2K – – –
TCM
1233
TD Capital Management
Tennessee
$42.6K +$73 +1 +0.2%
FNWA
1234
Financial Network Wealth Advisors
Utah
$42.5K +$41.2K +562 +3,122%
MEG
1235
Millstone Evans Group
Colorado
$42.1K – – –
FMTCOCP
1236
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
JFA
1237
JNBA Financial Advisors
Minnesota
$40.1K – – –
GWS
1238
Greykasell Wealth Strategies
California
$38.3K +$38.3K +523 New
TIM
1239
Tortoise Investment Management
New York
$37.2K +$73 +1 +0.2%
VNA
1240
Valley National Advisers
Pennsylvania
$37K +$5.11K +71 +16%
VWM
1241
Valley Wealth Managers
New Jersey
$36.9K – – –
HIA
1242
Harbor Investment Advisory
Maryland
$36.1K -$29.3K -400 -45%
FGA
1243
Fortis Group Advisors
New Jersey
$36.1K – – –
FFO
1244
Fortitude Family Office
Arizona
$35.9K -$366 -5 -1%
T
1245
Transce3nd
Texas
$35.8K -$4.4K -60 -11%
WAS
1246
Winch Advisory Services
Wisconsin
$34.2K +$366 +5 +1%
GIA
1247
GHP Investment Advisors
Colorado
$34.1K +$4.76K +65 +16%
CWP
1248
Concord Wealth Partners
Virginia
$34K – – –
FC
1249
Fairscale Capital
New Hampshire
$33K – – –
CVM
1250
Cheviot Value Management
California
$32.6K +$32.6K +500 New
48 49
50
51 52