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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 %
RFG
1326
REAP Financial Group
Texas
$9.67K -$1.98K -27 -17%
PS
1327
Pinney & Scofield
Massachusetts
$9.53K – – –
BOJHT
1328
Bank of Jackson Hole Trust
Wyoming
$9.18K – – –
CFS
1329
Compass Financial Services
Iowa
$9.16K +$9.16K +125 New
PP
1330
Pacifica Partners
Canada
$9.14K -$3.84K -55 -30%
NFSG
1331
Newbridge Financial Services Group
Florida
$9.04K +$74 +1 +0.8%
YP
1332
YANKCOM Partnership
South Dakota
$8.94K +$8.94K +122 New
MIM
1333
Marshall Investment Management
Colorado
$8.91K +$8.91K +122 New
PSFG
1334
Park Square Financial Group
Georgia
$8.43K -$14.7K -200 -63%
CTB
1335
Country Trust Bank
Illinois
$8.28K +$8.28K +113 New
CFFP
1336
Center for Financial Planning
Michigan
$8.21K – – –
AFS
1337
Anderson Financial Strategies
Ohio
$8.21K +$8.21K +112 New
MLA
1338
MB, Levis & Associates
Pennsylvania
$7.79K +$73 +1 +1%
PA
1339
PSI Advisors
Florida
$7.48K – – –
BCM
1340
Blume Capital Management
California
$7.33K – – –
CWM
1341
Crowley Wealth Management
Delaware
$7.33K – – –
EWM
1342
Evermay Wealth Management
Virginia
$7.33K – – –
GWM
1343
Graybill Wealth Management
Illinois
$7.33K +$7.33K +100 New
CWM
1344
CarsonAllaria Wealth Management
Illinois
$7.33K +$7.33K +100 New
BIM
1345
Breakwater Investment Management
Washington
$7.04K – – –
DFA
1346
DHJJ Financial Advisors
Illinois
$6.6K – – –
MSG
1347
Main Street Group
Virginia
$6.08K – – –
SR
1348
Syntax Research
Florida
$6.08K – – –
MBFW
1349
Morton Brown Family Wealth
Pennsylvania
$6.08K +$6.08K +83 New
WWM
1350
Wolff Wiese Magana
California
$5.94K +$5.94K +81 New
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