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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
PK
1276
Pflug Koory
Nebraska
$28.7K -$8.42K -125 -24%
PWA
1277
Provenance Wealth Advisors
Florida
$28.6K
RF
1278
Robinswood Financial
Washington
$28.1K +$25.8K +383 New
CFD
1279
Creative Financial Designs
Indiana
$27.4K -$11.6K -172 -32%
CFO
1280
CVA Family Office
Colorado
$26.5K
BLC
1281
Brown, Lisle/Cummings
Rhode Island
$26.1K +$12.2K +181 +103%
WAG
1282
Wiser Advisor Group
Arizona
$25.6K -$1.42K -21 -6%
RA
1283
Rise Advisors
New York
$25.4K -$36.8K -546 -61%
T2I
1284
Turim 21 Investimentos
Brazil
$25.3K
KSB
1285
Kennebec Savings Bank
Maine
$25K +$23K +341 New
MAS
1286
MPWM Advisory Solutions
Georgia
$25K +$202 +3 +0.9%
NECFA
1287
New England Capital Financial Advisors
Connecticut
$24.8K
AT
1288
Avalon Trust
New Mexico
$24.5K +$22.6K +335 New
CFS
1289
CGC Financial Services
Oregon
$23.7K
TC
1290
Tacita Capital
Ontario, Canada
$23.7K
MMCM
1291
Murphy & Mullick Capital Management
New York
$23.4K
SL
1292
Salomon & Ludwin
Virginia
$23.4K
UIA
1293
Ulland Investment Advisors
Minnesota
$22K
GGI
1294
Godsey & Gibb Inc
Virginia
$22K
HC
1295
Hoese & Co
Minnesota
$22K
SC
1296
Stephens Consulting
Michigan
$22K
SIM
1297
Synergy Investment Management
Florida
$22K
SWIM
1298
Smallwood Wealth Investment Management
New Jersey
$22K +$20.2K +300 New
MTIC
1299
Missouri Trust & Investment Company
Missouri
$20.9K
AFG
1300
Albion Financial Group
Utah
$20.4K

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.