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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
NWWA
1476
New Wave Wealth Advisors
Arkansas
-$161K -2,569 Closed
RS
1477
R Squared
Hong Kong
-$160K -2,560 Closed
RI
1478
Redwood Investments
Massachusetts
-$145K -2,315 Closed
OC
1479
Oarsman Capital
Wisconsin
-$140K -2,236 Closed
VWM
1480
Venturi Wealth Management
Texas
-$104K -1,654 Closed
EBA
1481
Eagle Bay Advisors
New York
-$94.7K -1,511 Closed
TFA
1482
Transamerica Financial Advisors
Florida
-$92K -1,462 Closed
KG
1483
Kieckhefer Group
Wisconsin
-$39.7K -634 Closed
SSG
1484
Summit Securities Group
New York
-$37.6K -600 Closed
FFA
1485
Fairfield Financial Advisors
Massachusetts
-$31.3K -500 Closed
HI
1486
Human Investing
Oregon
-$31.3K -500 Closed
CBT
1487
CoreFirst Bank & Trust
Kansas
-$27.5K -439 Closed
CP
1488
Castleview Partners
Texas
-$20.6K -327 Closed
SVCP
1489
Silicon Valley Capital Partners
California
-$20.3K -324 Closed
RFS
1490
Richardson Financial Services
Massachusetts
-$19.4K -314 Closed
CPBTD
1491
Central Pacific Bank - Trust Division
Hawaii
-$18.9K -302 Closed
CA
1492
Centerpoint Advisors
Massachusetts
-$19K -300 Closed
FWM
1493
FLP Wealth Management
Arkansas
-$17K -272 Closed
RAM
1494
Ramirez Asset Management
New York
-$12.5K -200 Closed
PA
1495
Pineridge Advisors
Missouri
-$9.96K -159 Closed
SAM
1496
Synergy Asset Management
Washington
-$9.76K -148 Closed
AWM
1497
Activest Wealth Management
Florida
-$6.74K -100 Closed
AFM
1498
Aspetuck Financial Management
Connecticut
-$6.26K -100 Closed
DF
1499
DecisionPoint Financial
Arizona
-$6.26K -100 Closed
FIA
1500
FNY Investment Advisers
New York
-$6K -100 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.