We are live on ! Find out more

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
KFC
126
Klingenstein Fields & Co
New York
$17.7M +$97.5K +1,447 +0.6%
QCM
127
QRG Capital Management
Illinois
$17.6M +$2.59M +38,521 +19%
AP
128
Americana Partners
Texas
$17.3M +$14K +208 +0.1%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$17.2M +$12.8K +190 +0.1%
DC
130
Davenport & Co
Virginia
$17M +$1.42K +21 +0%
WCM
131
Wedge Capital Management
North Carolina
$16.9M -$4.7M -69,814 -23%
GT
132
Glenmede Trust
Pennsylvania
$16.8M +$2.97M +44,110 +24%
HF
133
HRT Financial
New York
$16.5M +$15.2M +225,363 New
AAIM
134
American Assets Investment Management
California
$16.2M
TC
135
TownSquare Capital
Utah
$16.1M +$4.01M +59,584 +37%
SEI Investments
136
SEI Investments
Pennsylvania
$15.9M +$649K +9,635 +5%
BCM
137
Becker Capital Management
Oregon
$15.8M +$339K +5,039 +2%
M&T Bank
138
M&T Bank
New York
$15.7M -$16.3K -242 -0.1%
SDIC
139
South Dakota Investment Council
South Dakota
$15.5M -$17.2K -256 -0.1%
HCM
140
Huber Capital Management
California
$14.9M -$1.83M -27,100 -12%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$14.4M +$3.62M +53,701 +38%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$13.9M +$260K +3,859 +2%
DADC
143
D.A. Davidson & Co
Montana
$13.6M +$420K +6,234 +3%
VHAM
144
Van Hulzen Asset Management
California
$13.3M -$504K -7,480 -4%
AIA
145
Allied Investment Advisors
Montana
$13.3M +$535K +7,940 +5%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$13.1M -$561K -8,329 -4%
OAM
147
Oppenheimer Asset Management
New York
$13M -$42.2K -627 -0.4%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$12.9M +$2.23M +33,079 +23%
ECM
149
Evergreen Capital Management
Washington
$12.7M -$3.03M -45,035 -21%
FNBT
150
FineMark National Bank & Trust
Florida
$12.7M -$128K -1,906 -1%

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.