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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 %
RI
1451
Redwood Investments
Massachusetts
– -$145K -2,315 Closed
OC
1452
Oarsman Capital
Wisconsin
– -$140K -2,236 Closed
VWM
1453
Venturi Wealth Management
Texas
– -$104K -1,654 Closed
EBA
1454
Eagle Bay Advisors
New York
– -$94.7K -1,511 Closed
TFA
1455
Transamerica Financial Advisors
Florida
– -$92K -1,462 Closed
KG
1456
Kieckhefer Group
Wisconsin
– -$39.7K -634 Closed
SSG
1457
Summit Securities Group
New York
– -$37.6K -600 Closed
FFA
1458
Fairfield Financial Advisors
Massachusetts
– -$31.3K -500 Closed
HI
1459
Human Investing
Oregon
– -$31.3K -500 Closed
CBT
1460
CoreFirst Bank & Trust
Kansas
– -$27.5K -439 Closed
CP
1461
Castleview Partners
Texas
– -$20.6K -327 Closed
SVCP
1462
Silicon Valley Capital Partners
California
– -$20.3K -324 Closed
RFS
1463
Richardson Financial Services
Massachusetts
– -$19.4K -314 Closed
CPBTD
1464
Central Pacific Bank - Trust Division
Hawaii
– -$18.9K -302 Closed
CA
1465
Centerpoint Advisors
Massachusetts
– -$19K -300 Closed
FWM
1466
FLP Wealth Management
Arkansas
– -$17K -272 Closed
RAM
1467
Ramirez Asset Management
New York
– -$12.5K -200 Closed
PA
1468
Pineridge Advisors
Missouri
– -$9.96K -159 Closed
SAM
1469
Synergy Asset Management
Washington
– -$9.76K -148 Closed
DF
1470
DecisionPoint Financial
Arizona
– -$6.27K -100 Closed
FIA
1471
FNY Investment Advisers
New York
– -$6K -100 Closed
AWM
1472
Activest Wealth Management
Florida
– -$6.27K -100 Closed
AFM
1473
Aspetuck Financial Management
Connecticut
– -$6.27K -100 Closed
PMFA
1474
Plante Moran Financial Advisors
Michigan
– -$5.26K -84 Closed
KPP
1475
Kings Path Partners
Texas
– -$4.51K -72 Closed
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