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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
QC
1326
Quent Capital
New York
$14.1K +$8.08K +120 +167%
KSWA
1327
Kathleen S. Wright Associates
Pennsylvania
$13.8K
PPC
1328
Park Place Capital
Alabama
$13.2K -$9.9K -147 -45%
TWD
1329
True Wealth Design
Ohio
$13.1K -$1.95K -29 -14%
EPIMS
1330
Evelyn Partners Investment Management Services
$13K
HHGA
1331
Halbert Hargrove Global Advisors
California
$12.9K +$943 +14 +9%
CNBT
1332
Cornerstone National Bank & Trust
Illinois
$12.8K
AWM
1333
Avondale Wealth Management
Texas
$12.7K
HNW
1334
High Note Wealth
Minnesota
$12.7K
GWSA
1335
Global Wealth Strategies & Associates
Colorado
$12.1K -$1.68K -25 -13%
IRAG
1336
Investment Research & Advisory Group
Georgia
$12.1K +$11.1K +165 New
ZBNA
1337
Zions Bancorporation, National Association
Utah
$12.1K +$11.1K +165 New
CIA
1338
Cape Investment Advisory
Georgia
$11.7K -$10.8K -160 -50%
S
1339
Sachetta
Massachusetts
$11.7K
SIC
1340
SJS Investment Consulting
Ohio
$11.7K +$10.8K +160 New
NRG
1341
Nemes Rush Group
Michigan
$11.4K -$8.42K -125 -45%
LC
1342
Lavaca Capital
Texas
$11.3K
NEWAS
1343
N.E.W. Advisory Services
Wisconsin
$10.5K +$9.63K +143 New
JGIA
1344
Jackson Grant Investment Advisers
Connecticut
$10.4K
SRCM
1345
Signature Resources Capital Management
California
$10.2K
PWM
1346
Parkworth Wealth Management
California
$9.9K +$67 +1 +0.7%
CTWM
1347
Cherry Tree Wealth Management
Minnesota
$9.89K
BI
1348
Binnacle Investments
Iowa
$9.89K +$9.09K +135 New
RFG
1349
REAP Financial Group
Texas
$9.67K -$1.82K -27 -17%
PS
1350
Pinney & Scofield
Massachusetts
$9.53K

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.