SHEL icon

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
18.86%
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
$6.85B
2
Capital World Investors
Capital World Investors
California
$512M
3
GQG Partners
GQG Partners
Florida
$210M
4
Raymond James Financial
Raymond James Financial
Florida
$217M
5
Citadel Advisors
Citadel Advisors
Florida
$140M

Top Sellers

1
Millennium Management
Millennium Management
New York
$138M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$138M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$447M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$545M
5
Two Sigma Investments
Two Sigma Investments
New York
$75.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGI
151
Foresight Global Investors
New York
$12.3M +$4.27M +58,241 +53%
Parallax Volatility Advisers
152
Parallax Volatility Advisers
California
$12.1M +$12.1M +165,490 New
TAM
153
Tocqueville Asset Management
New York
$12.1M -$1.8M -24,578 -13%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$11.9M +$1.42M +19,355 +14%
EIA
155
Edgemoor Investment Advisors
Maryland
$11.6M +$187K +2,555 +2%
CK
156
Cohen Klingenstein
New York
$11.5M -$73.3K -1,000 -0.6%
Osaic Holdings
157
Osaic Holdings
Arizona
$11.1M +$493K +6,719 +5%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$11.1M -$21.6M -294,586 -66%
IWA
159
IBEX Wealth Advisors
New Jersey
$10.7M +$252K +3,433 +2%
MNA
160
Manning & Napier Advisors
New York
$10.6M -$240K -3,274 -2%
WC
161
Woodstock Corp
Massachusetts
$10.5M +$124K +1,691 +1%
PFS
162
Prospera Financial Services
Texas
$10.5M -$83.3K -1,136 -0.8%
Mirae Asset Global ETFs Holdings
163
Mirae Asset Global ETFs Holdings
Hong Kong
$10.4M +$160K +2,184 +2%
AHC
164
Adell Harriman & Carpenter
Texas
$10.3M +$700K +9,548 +7%
CRC
165
Curi RMB Capital
Illinois
$10.2M +$9.66M +131,777 +1,837%
First Trust Advisors
166
First Trust Advisors
Illinois
$10.2M +$199K +2,718 +2%
SCM
167
SIR Capital Management
New York
$10.1M -$2.37M -32,400 -19%
SIA
168
Sit Investment Associates
Minnesota
$10M +$289K +3,947 +3%
SGM
169
Skye Global Management
Florida
$10M +$10M +136,500 New
Grantham, Mayo, Van Otterloo & Co (GMO)
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.92M +$8.08M +110,277 +439%
BFA
171
Bragg Financial Advisors
North Carolina
$9.87M +$132K +1,798 +1%
SF
172
Synovus Financial
Georgia
$9.78M +$2.62M +35,730 +37%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$9.52M +$114K +1,557 +1%
LMIM
174
Lockheed Martin Investment Management
Maryland
$9.45M +$510K +6,960 +6%
VPIM
175
Vanguard Personalized Indexing Management
California
$9.35M +$1.81M +24,714 +24%
5 6
7
8 9