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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
LB
1251
Legacy Bridge
Iowa
$44K -$26.9K -400 -40%
FG
1252
Fairman Group
Pennsylvania
$43.2K
TCM
1253
TD Capital Management
Tennessee
$42.6K +$67 +1 +0.2%
FNWA
1254
Financial Network Wealth Advisors
Utah
$42.5K +$37.9K +562 +3,122%
MEG
1255
Millstone Evans Group
Colorado
$42.1K
FMTCOCP
1256
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K
JFA
1257
JNBA Financial Advisors
Minnesota
$40.1K
GWS
1258
Greykasell Wealth Strategies
California
$38.3K +$35.2K +523 New
TIM
1259
Tortoise Investment Management
New York
$37.2K +$67 +1 +0.2%
VNA
1260
Valley National Advisers
Pennsylvania
$37K +$4.78K +71 +16%
VWM
1261
Valley Wealth Managers
New Jersey
$36.9K
HIA
1262
Harbor Investment Advisory
Maryland
$36.1K -$26.9K -400 -45%
FGA
1263
Fortis Group Advisors
New Jersey
$36.1K
FFO
1264
Fortitude Family Office
Arizona
$35.9K -$337 -5 -1%
T
1265
Transce3nd
Texas
$35.8K -$4.04K -60 -11%
WAS
1266
Winch Advisory Services
Wisconsin
$34.2K +$337 +5 +1%
GIA
1267
GHP Investment Advisors
Colorado
$34.1K +$4.38K +65 +16%
CWP
1268
Concord Wealth Partners
Virginia
$34K
FC
1269
Fairscale Capital
New Hampshire
$33K
CVM
1270
Cheviot Value Management
California
$32.6K +$33.7K +500 New
MSWM
1271
Mowery & Schoenfeld Wealth Management
Illinois
$31.4K
TC
1272
Truvestments Capital
Florida
$30.8K +$14.3K +213 +103%
HWA
1273
HHM Wealth Advisors
Tennessee
$30.5K +$3.1K +46 +12%
FPF
1274
First Pacific Financial
Washington
$29.3K -$102K -1,508 -79%
YDMI
1275
Y.D. More Investments
Israel
$29.3K

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.