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Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1276
Centerpoint Advisors
Massachusetts
$19K – – –
UIA
1277
Ulland Investment Advisors
Minnesota
$19K – – –
CPBTD
1278
Central Pacific Bank - Trust Division
Hawaii
$18.9K – – –
GGI
1279
Godsey & Gibb Inc
Virginia
$18.8K -$9.04K -138 -32%
HC
1280
Hoese & Co
Minnesota
$18.8K – – –
SC
1281
Stephens Consulting
Michigan
$18.8K – – –
SIM
1282
Synergy Investment Management
Florida
$18.8K +$19.7K +300 New
GTAM
1283
Global Trust Asset Management
Florida
$17.9K +$8.85K +135 +90%
MTIC
1284
Missouri Trust & Investment Company
Missouri
$17.9K +$18.7K +285 New
NRG
1285
Nemes Rush Group
Michigan
$17.5K +$8.52K +130 +87%
AFG
1286
Albion Financial Group
Utah
$17.4K +$18.2K +278 New
FWM
1287
FLP Wealth Management
Arkansas
$17K +$17.8K +272 New
FUBT
1288
First United Bank & Trust
Maryland
$16.6K – – –
DWM
1289
Dogwood Wealth Management
Kansas
$16.3K +$197 +3 +1%
RWS
1290
Retirement Wealth Solutions
Wisconsin
$16.2K +$16.4K +250 New
AP
1291
Atwood & Palmer
Missouri
$15.5K – – –
TCM
1292
Tradewinds Capital Management
Washington
$14.6K +$12.5K +190 +442%
BTD
1293
BankPlus Trust Department
Mississippi
$14.2K +$14.8K +226 New
SWC
1294
Spectrum Wealth Counsel
Indiana
$13.9K – – –
CB
1295
Centennial Bank
Arkansas
$13.5K – – –
CWC
1296
Carolinas Wealth Consulting
North Carolina
$13.3K -$3.21K -49 -19%
TWD
1297
True Wealth Design
Ohio
$13K +$7.67K +117 +129%
HWM
1298
Hemington Wealth Management
Virginia
$13K – – –
TC
1299
Truvestments Capital
Florida
$13K – – –
FFL
1300
Financial Freedom LLC
Ohio
$12.9K – – –
50 51
52
53 54

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.