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 %
SC
1276
Stephens Consulting
Michigan
$22K
SWIM
1277
Smallwood Wealth Investment Management
New Jersey
$22K +$22K +300 New
MTIC
1278
Missouri Trust & Investment Company
Missouri
$20.9K
AFG
1279
Albion Financial Group
Utah
$20.4K
CAM
1280
Creekmur Asset Management
Illinois
$20.1K -$9.38K -128 -32%
OP
1281
ORG Partners
Indiana
$20K -$19.2K -263 -49%
SFA
1282
Semmax Financial Advisors
North Carolina
$19.9K
GWSG
1283
GPS Wealth Strategies Group
Colorado
$19.6K +$9.38K +128 +91%
RF
1284
Rossby Financial
Florida
$19.4K +$19.4K +295 New
FUBT
1285
First United Bank & Trust
Maryland
$19.4K
DWM
1286
Dogwood Wealth Management
Kansas
$19.2K +$147 +2 +0.8%
KWM
1287
Kiker Wealth Management
Georgia
$18.7K +$18.7K +255 New
RWS
1288
Retirement Wealth Solutions
Wisconsin
$18.3K
TCM
1289
Tradewinds Capital Management
Washington
$17.1K
SFCL
1290
Strengthening Families & Communities LLC
Massachusetts
$17K +$17K +235 New
SWC
1291
Spectrum Wealth Counsel
Indiana
$16.3K
HWM
1292
Hemington Wealth Management
Virginia
$16K
CB
1293
Centennial Bank
Arkansas
$15.8K
WA
1294
WPG Advisers
Maryland
$15.4K -$10.3K -141 -40%
CWC
1295
Carolinas Wealth Consulting
North Carolina
$15.3K -$293 -4 -2%
FFL
1296
Financial Freedom LLC
Ohio
$15.1K
TCM
1297
TruNorth Capital Management
Michigan
$14.7K +$14.7K +201 New
KTC
1298
Kentucky Trust Company
Kentucky
$14.7K
PWMG
1299
Prestige Wealth Management Group
New Jersey
$14.7K
FFWM
1300
Future Financial Wealth Management
Ohio
$14.7K