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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
WTFG
1376
Wood Tarver Financial Group
Idaho
$5.53K
WOC
1377
West Oak Capital
California
$5.35K
BONH
1378
Bank of New Hampshire
New Hampshire
$5.13K
PSB
1379
Piscataqua Savings Bank
New Hampshire
$4.84K
BAM
1380
Byrne Asset Management
New Jersey
$4.69K
BIA
1381
Bell Investment Advisors
California
$4.69K +$1.89K +28 +78%
CWM
1382
Cranbrook Wealth Management
Michigan
$4.4K
KIM
1383
Kestra Investment Management
Texas
$4.25K -$46.5K -690 -92%
MWM
1384
MorganRosel Wealth Management
Colorado
$4.18K +$3.84K +57 New
MWM
1385
Mascoma Wealth Management
New Hampshire
$3.96K -$2.02K -30 -36%
IA
1386
IFS Advisors
Kansas
$3.74K +$3.44K +51 New
DPW
1387
DiNuzzo Private Wealth
Pennsylvania
$3.66K
HH
1388
HWG Holdings
Texas
$3.66K +$3.37K +50 New
OW
1389
Olistico Wealth
Oklahoma
$3.28K -$67 -1 -2%
AIP
1390
Ameritas Investment Partners
Nebraska
$3.26K
DWM
1391
Darwin Wealth Management
Florida
$2.82K
BHWM
1392
Beaird Harris Wealth Management
Texas
$2.71K
HWM
1393
HighMark Wealth Management
Minnesota
$2.65K -$18.3K -271 -88%
LWMI
1394
Legacy Wealth Management (Idaho)
Idaho
$2.42K
RS
1395
Rakuten Securities
Japan
$2.42K +$1.75K +26 +371%
SC
1396
Swan Capital
Florida
$2.26K
DI
1397
DAGCO Inc
Ohio
$2.2K +$2.02K +30 New
ME
1398
McIlrath & Eck
Washington
$2.05K +$1.89K +28 New
OAJ
1399
Ogorek Anthony Joseph
New York
$2K
BFS
1400
Bare Financial Services
Pennsylvania
$1.98K +$1.82K +27 New

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.