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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
EPAM
151
Euro Pacific Asset Management
Puerto Rico
$12.6M -$167K -2,475 -1%
CCB
152
Country Club Bank
Missouri
$12.5M -$83.7K -1,243 -0.7%
FGI
153
Foresight Global Investors
New York
$12.3M +$3.92M +58,241 +53%
Parallax Volatility Advisers
154
Parallax Volatility Advisers
California
$12.1M +$11.1M +165,490 New
TAM
155
Tocqueville Asset Management
New York
$12.1M -$1.66M -24,578 -13%
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$11.9M +$1.3M +19,355 +14%
EIA
157
Edgemoor Investment Advisors
Maryland
$11.6M +$172K +2,555 +2%
CK
158
Cohen Klingenstein
New York
$11.5M -$67.4K -1,000 -0.6%
Osaic Holdings
159
Osaic Holdings
Arizona
$11.1M +$453K +6,719 +5%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$11.1M -$19.8M -294,586 -66%
IWA
161
IBEX Wealth Advisors
New Jersey
$10.7M +$231K +3,433 +2%
MNA
162
Manning & Napier Advisors
New York
$10.6M -$221K -3,274 -2%
WC
163
Woodstock Corp
Massachusetts
$10.5M +$114K +1,691 +1%
PFS
164
Prospera Financial Services
Texas
$10.5M -$76.5K -1,136 -0.8%
Mirae Asset Global ETFs Holdings
165
Mirae Asset Global ETFs Holdings
Hong Kong
$10.4M +$147K +2,184 +2%
AHC
166
Adell Harriman & Carpenter
Texas
$10.3M +$643K +9,548 +7%
CRC
167
Curi RMB Capital
Illinois
$10.2M +$8.88M +131,777 +1,837%
First Trust Advisors
168
First Trust Advisors
Illinois
$10.2M +$183K +2,718 +2%
SCM
169
SIR Capital Management
New York
$10.1M -$2.18M -32,400 -19%
SIA
170
Sit Investment Associates
Minnesota
$10M +$266K +3,947 +3%
SGM
171
Skye Global Management
Florida
$10M +$9.2M +136,500 New
Grantham, Mayo, Van Otterloo & Co (GMO)
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.92M +$7.43M +110,277 +439%
SA
173
Sanctuary Advisors
Indiana
$9.88M -$1.12M -16,685 -11%
BFA
174
Bragg Financial Advisors
North Carolina
$9.87M +$121K +1,798 +1%
SF
175
Synovus Financial
Georgia
$9.78M +$2.41M +35,730 +37%

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.