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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 %
AIM
1426
Aigen Investment Management
New York
– -$407K -6,489 Closed
HP
1427
Haven Private
Florida
– -$376K -6,002 Closed
NCM
1428
Next Capital Management
New York
– -$356K -5,682 Closed
LWL
1429
Leo Wealth LLC
Texas
– -$354K -5,643 Closed
AC
1430
Avestar Capital
New York
– -$327K -5,223 Closed
ACP
1431
Aveo Capital Partners
Colorado
– -$311K -4,964 Closed
VF
1432
Virtu Financial
New York
– -$286K -4,559 Closed
CCG
1433
Chatham Capital Group
Georgia
– -$285K -4,550 Closed
LCS
1434
Levin Capital Strategies
New York
– -$266K -4,250 Closed
CBA
1435
Coastal Bridge Advisors
Connecticut
– -$252K -4,021 Closed
TPM
1436
Triasima Portfolio Management
Quebec, Canada
– -$249K -3,975 Closed
SFG
1437
SevenBridge Financial Group
Pennsylvania
– -$265K -3,929 Closed
EDRH
1438
Edmond de Rothschild Holding
Switzerland
– -$246K -3,925 Closed
BC
1439
Bayforest Capital
United Kingdom
– -$244K -3,888 Closed
BTW
1440
Boston Trust Walden
Massachusetts
– -$235K -3,748 Closed
SCA
1441
Sulzberger Capital Advisors
Florida
– -$231K -3,684 Closed
GG
1442
Greenwood Gearhart
Arkansas
– -$228K -3,642 Closed
BC
1443
Bridgefront Capital
Texas
– -$225K -3,597 Closed
FA
1444
Fedenia Advisers
Wisconsin
– -$222K -3,541 Closed
SAM
1445
Shikiar Asset Management
New York
– -$219K -3,500 Closed
CAG
1446
Csenge Advisory Group
Florida
– -$215K -3,432 Closed
BWM
1447
Birchcreek Wealth Management
Ohio
– -$206K -3,294 Closed
SOAMC
1448
Spirit of America Management Corp
New York
– -$188K -3,000 Closed
NWWA
1449
New Wave Wealth Advisors
Arkansas
– -$161K -2,569 Closed
RS
1450
R Squared
Hong Kong
– -$160K -2,560 Closed
56 57
58
59 60