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Shell
SHEL

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$518M
2
Capital World Investors
Capital World Investors
California
+$512M
3
GQG Partners
GQG Partners
Florida
+$210M
4
Raymond James Financial
Raymond James Financial
Florida
+$110M
5
Citadel Advisors
Citadel Advisors
Florida
+$92.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$257M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$116M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$84.8M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$79.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1301
Hopwood Financial Services
Virginia
$14.4K – – –
GC
1302
Garde Capital
Washington
$14.2K +$14.2K +194 New
VWWMG
1303
Vermillion & White Wealth Management Group
Pennsylvania
$14.1K – – –
QC
1304
Quent Capital
New York
$14.1K +$8.8K +120 +167%
KSWA
1305
Kathleen S. Wright Associates
Pennsylvania
$13.9K – – –
PPC
1306
Park Place Capital
Alabama
$13.2K -$10.8K -147 -45%
TWD
1307
True Wealth Design
Ohio
$13.1K -$2.13K -29 -14%
EPIMS
1308
Evelyn Partners Investment Management Services
$13.1K +$13.1K +9,471 New
HHGA
1309
Halbert Hargrove Global Advisors
California
$12.9K +$1.03K +14 +9%
AWM
1310
Avondale Wealth Management
Texas
$12.7K – – –
HNW
1311
High Note Wealth
Minnesota
$12.7K – – –
GWSA
1312
Global Wealth Strategies & Associates
Colorado
$12.1K -$1.83K -25 -13%
ZBNA
1313
Zions Bancorporation, National Association
Utah
$12.1K +$12.1K +165 New
IRAG
1314
Investment Research & Advisory Group
Georgia
$12.1K +$12.1K +165 New
CIA
1315
Cape Investment Advisory
Georgia
$11.7K -$11.7K -160 -50%
S
1316
Sachetta
Massachusetts
$11.7K – – –
SIC
1317
SJS Investment Consulting
Ohio
$11.7K +$11.7K +160 New
NRG
1318
Nemes Rush Group
Michigan
$11.4K -$9.16K -125 -45%
LC
1319
Lavaca Capital
Texas
$11.3K – – –
NEWAS
1320
N.E.W. Advisory Services
Wisconsin
$10.5K +$10.5K +143 New
JGIA
1321
Jackson Grant Investment Advisers
Connecticut
$10.4K – – –
SRCM
1322
Signature Resources Capital Management
California
$10.2K – – –
PWM
1323
Parkworth Wealth Management
California
$9.9K +$73 +1 +0.7%
CTWM
1324
Cherry Tree Wealth Management
Minnesota
$9.89K – – –
BI
1325
Binnacle Investments
Iowa
$9.89K +$9.89K +135 New
51 52
53
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