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
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
1251
Mowery & Schoenfeld Wealth Management
Illinois
$31.4K
TC
1252
Truvestments Capital
Florida
$30.8K +$15.6K +213 +103%
HWA
1253
HHM Wealth Advisors
Tennessee
$30.5K +$3.37K +46 +12%
FPF
1254
First Pacific Financial
Washington
$29.3K -$111K -1,508 -79%
YDMI
1255
Y.D. More Investments
Israel
$29.3K
PK
1256
Pflug Koory
Nebraska
$28.7K -$9.16K -125 -24%
PWA
1257
Provenance Wealth Advisors
Florida
$28.6K
CFD
1258
Creative Financial Designs
Indiana
$27.4K -$12.6K -172 -32%
CFO
1259
CVA Family Office
Colorado
$26.5K
BLC
1260
Brown, Lisle/Cummings
Rhode Island
$26.1K +$13.3K +181 +103%
WAG
1261
Wiser Advisor Group
Arizona
$25.6K -$1.54K -21 -6%
RA
1262
Rise Advisors
New York
$25.4K -$40K -546 -61%
T2I
1263
Turim 21 Investimentos
Brazil
$25.3K
KSB
1264
Kennebec Savings Bank
Maine
$25K +$25K +341 New
MAS
1265
MPWM Advisory Solutions
Georgia
$25K +$220 +3 +0.9%
NECFA
1266
New England Capital Financial Advisors
Connecticut
$24.8K
AT
1267
Avalon Trust
New Mexico
$24.5K +$24.5K +335 New
CFS
1268
CGC Financial Services
Oregon
$23.7K
TC
1269
Tacita Capital
Ontario, Canada
$23.7K
SL
1270
Salomon & Ludwin
Virginia
$23.4K
MMCM
1271
Murphy & Mullick Capital Management
New York
$23.4K
UIA
1272
Ulland Investment Advisors
Minnesota
$22K
SIM
1273
Synergy Investment Management
Florida
$22K
GGI
1274
Godsey & Gibb Inc
Virginia
$22K
HC
1275
Hoese & Co
Minnesota
$22K