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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
CAM
1301
Creekmur Asset Management
Illinois
$20.1K -$8.62K -128 -32%
OP
1302
ORG Partners
Indiana
$20K -$17.7K -263 -49%
SFA
1303
Semmax Financial Advisors
North Carolina
$19.9K
NSG
1304
Nalls Sherbakoff Group
Tennessee
$19.8K +$18.2K +270 New
GWSG
1305
GPS Wealth Strategies Group
Colorado
$19.6K +$8.62K +128 +91%
RF
1306
Rossby Financial
Florida
$19.4K +$19.9K +295 New
FUBT
1307
First United Bank & Trust
Maryland
$19.4K
DWM
1308
Dogwood Wealth Management
Kansas
$19.2K +$135 +2 +0.8%
KWM
1309
Kiker Wealth Management
Georgia
$18.7K +$17.2K +255 New
RWS
1310
Retirement Wealth Solutions
Wisconsin
$18.3K
TCM
1311
Tradewinds Capital Management
Washington
$17.1K
SFCL
1312
Strengthening Families & Communities LLC
Massachusetts
$17K +$15.8K +235 New
SWC
1313
Spectrum Wealth Counsel
Indiana
$16.3K
HWM
1314
Hemington Wealth Management
Virginia
$16K
CB
1315
Centennial Bank
Arkansas
$15.8K
WA
1316
WPG Advisers
Maryland
$15.4K -$9.5K -141 -40%
CWC
1317
Carolinas Wealth Consulting
North Carolina
$15.3K -$269 -4 -2%
FFL
1318
Financial Freedom LLC
Ohio
$15.1K
TCM
1319
TruNorth Capital Management
Michigan
$14.7K +$13.5K +201 New
FFWM
1320
Future Financial Wealth Management
Ohio
$14.7K
KTC
1321
Kentucky Trust Company
Kentucky
$14.7K
PWMG
1322
Prestige Wealth Management Group
New Jersey
$14.7K
HFS
1323
Hopwood Financial Services
Virginia
$14.4K
GC
1324
Garde Capital
Washington
$14.2K +$13.1K +194 New
VWWMG
1325
Vermillion & White Wealth Management Group
Pennsylvania
$14.1K

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.