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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 %
BMC
1351
Bear Mountain Capital
Washington
$5.63K +$5.63K +86 New
WTFG
1352
Wood Tarver Financial Group
Idaho
$5.53K – – –
WOC
1353
West Oak Capital
California
$5.35K – – –
BONH
1354
Bank of New Hampshire
New Hampshire
$5.13K – – –
PSB
1355
Piscataqua Savings Bank
New Hampshire
$4.84K – – –
BAM
1356
Byrne Asset Management
New Jersey
$4.69K – – –
BIA
1357
Bell Investment Advisors
California
$4.69K +$2.05K +28 +78%
CWM
1358
Cranbrook Wealth Management
Michigan
$4.4K – – –
KIM
1359
Kestra Investment Management
Texas
$4.25K -$50.6K -690 -92%
MWM
1360
MorganRosel Wealth Management
Colorado
$4.18K +$4.18K +57 New
MWM
1361
Mascoma Wealth Management
New Hampshire
$3.96K -$2.2K -30 -36%
IA
1362
IFS Advisors
Kansas
$3.74K +$3.74K +51 New
DPW
1363
DiNuzzo Private Wealth
Pennsylvania
$3.66K – – –
HH
1364
HWG Holdings
Texas
$3.66K +$3.66K +50 New
OW
1365
Olistico Wealth
Oklahoma
$3.28K -$75 -1 -2%
AIP
1366
Ameritas Investment Partners
Nebraska
$3.26K – – –
DWM
1367
Darwin Wealth Management
Florida
$2.82K – – –
BHWM
1368
Beaird Harris Wealth Management
Texas
$2.71K – – –
HWM
1369
HighMark Wealth Management
Minnesota
$2.65K -$20K -271 -88%
LWMI
1370
Legacy Wealth Management (Idaho)
Idaho
$2.42K – – –
RS
1371
Rakuten Securities
Japan
$2.42K +$1.91K +26 +371%
SC
1372
Swan Capital
Florida
$2.26K – – –
DI
1373
DAGCO Inc
Ohio
$2.2K +$2.2K +30 New
ME
1374
McIlrath & Eck
Washington
$2.05K +$2.05K +28 New
OAJ
1375
Ogorek Anthony Joseph
New York
$2K – – –
53 54
55
56 57