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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
VSI
1451
Verde Servicos Internacionais
Brazil
-$439K -7,000 Closed
AIM
1452
Aigen Investment Management
New York
-$407K -6,489 Closed
HP
1453
Haven Private
Florida
-$376K -6,002 Closed
NCM
1454
Next Capital Management
New York
-$356K -5,682 Closed
LWL
1455
Leo Wealth LLC
Texas
-$354K -5,643 Closed
AC
1456
Avestar Capital
New York
-$327K -5,223 Closed
ACP
1457
Aveo Capital Partners
Colorado
-$311K -4,964 Closed
VF
1458
Virtu Financial
New York
-$286K -4,559 Closed
CCG
1459
Chatham Capital Group
Georgia
-$285K -4,550 Closed
RA
1460
Ransom Advisory
Rhode Island
-$267K -4,261 Closed
LCS
1461
Levin Capital Strategies
New York
-$266K -4,250 Closed
CBA
1462
Coastal Bridge Advisors
Connecticut
-$252K -4,021 Closed
TPM
1463
Triasima Portfolio Management
Quebec, Canada
-$249K -3,975 Closed
SFG
1464
SevenBridge Financial Group
Pennsylvania
-$265K -3,929 Closed
EDRH
1465
Edmond de Rothschild Holding
Switzerland
-$246K -3,925 Closed
BC
1466
Bayforest Capital
United Kingdom
-$244K -3,888 Closed
BTW
1467
Boston Trust Walden
Massachusetts
-$235K -3,748 Closed
SCA
1468
Sulzberger Capital Advisors
Florida
-$231K -3,684 Closed
GG
1469
Greenwood Gearhart
Arkansas
-$228K -3,642 Closed
BC
1470
Bridgefront Capital
Texas
-$225K -3,597 Closed
FA
1471
Fedenia Advisers
Wisconsin
-$222K -3,541 Closed
SAM
1472
Shikiar Asset Management
New York
-$219K -3,500 Closed
CAG
1473
Csenge Advisory Group
Florida
-$215K -3,432 Closed
BWM
1474
Birchcreek Wealth Management
Ohio
-$206K -3,294 Closed
SOAMC
1475
Spirit of America Management Corp
New York
-$188K -3,000 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.