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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
AWM
1401
Abound Wealth Management
Tennessee
$1.91K -$7.81K -116 -82%
PCM
1402
Perritt Capital Management
Illinois
$1.91K +$1.75K +26 New
Q1WB
1403
Quest 10 Wealth Builders
Virginia
$1.83K
CJH
1404
Christopher J. Hasenberg
Wisconsin
$1.39K
MFS
1405
Mattson Financial Services
Michigan
$1.32K +$1.21K +18 New
PCTC
1406
Perkins Coie Trust Company
Washington
$1.32K +$1.21K +18 New
APW
1407
Aventura Private Wealth
Florida
$1.17K
AP
1408
Atwood & Palmer
Missouri
$1.1K -$15.6K -232 -94%
C
1409
Covestor
United Kingdom
$1K +$135 +2 +29%
FGAM
1410
Financial Gravity Asset Management
Texas
$879 +$808 +12 New
HFS
1411
Hughes Financial Services
Virginia
$657 +$606 +9 New
VWA
1412
Valued Wealth Advisors
Utah
$440
FCT
1413
First Community Trust
Iowa
$366 +$337 +5 New
WGI
1414
Westwood Global Investments
Massachusetts
-$191M -3,046,886 Closed
Qube Research & Technologies (QRT)
1415
Qube Research & Technologies (QRT)
United Kingdom
-$46.1M -683,793 Closed
Point72 Asset Management
1416
Point72 Asset Management
Connecticut
-$25.3M -374,843 Closed
LHCM
1417
Lloyd Harbor Capital Management
New York
-$20M -320,000 Closed
CSS
1418
Cubist Systematic Strategies
Connecticut
-$19.8M -316,229 Closed
Optiver Holding
1419
Optiver Holding
Netherlands
-$19.9M -295,380 Closed
MCM
1420
Moore Capital Management
New York
-$10.5M -167,009 Closed
LIP
1421
Lighthouse Investment Partners
Florida
-$6.26M -100,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1422
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.02M -96,044 Closed
ACM
1423
Aquatic Capital Management
Illinois
-$4.62M -73,760 Closed
GIO
1424
Galilei Investment Office
United Kingdom
-$1.99M -63,920 Closed
ERSOT
1425
Employees Retirement System of Texas
Texas
-$3.3M -52,710 Closed

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.