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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
PA
201
Pinnacle Associates
New York
$7.23M -$235K -3,481 -3%
TI
202
Trexquant Investment
Connecticut
$7.17M -$4.5M -66,794 -41%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$7.03M -$102K -1,520 -2%
HIMC
204
Heritage Investors Management Corp
Maryland
$7.01M -$28K -415 -0.4%
NRS
205
Neville Rodie & Shaw
New York
$6.98M -$377K -5,595 -6%
CL
206
Choreo LLC
Illinois
$6.93M +$224K +3,327 +4%
KeyBank National Association
207
KeyBank National Association
Ohio
$6.68M +$94.5K +1,403 +2%
CII
208
Capital International Inc
California
$6.56M +$6.03M +89,566 New
CAM
209
Claret Asset Management
Quebec, Canada
$6.51M -$141K -2,099 -2%
BBHC
210
Brown Brothers Harriman & Co
New York
$6.45M -$433K -6,424 -7%
KCM
211
Kempner Capital Management
Texas
$6.31M
NEAM
212
New England Asset Management
Connecticut
$6.31M +$42.1K +625 +0.7%
YIH
213
Y-Intercept (HK)
Hong Kong
$6.29M +$5.11M +75,781 +755%
RG
214
Renaissance Group
Kentucky
$6.23M -$741K -10,999 -11%
Sumitomo Mitsui Trust Group
215
Sumitomo Mitsui Trust Group
Japan
$6.22M -$6K -89 -0.1%
SC
216
SouthState Corp
Florida
$6.15M +$156K +2,309 +3%
ClearBridge Investments
217
ClearBridge Investments
New York
$6.11M +$200K +2,964 +4%
HAI
218
Hennessy Advisors Inc
California
$6.01M +$263K +3,900 +5%
NAMA
219
Nikko Asset Management Americas
New York
$5.96M -$3.91K -58 -0.1%
BS
220
Banco Santander
Spain
$5.91M -$103K -1,530 -2%
I
221
InvesTrust
Oklahoma
$5.87M +$31.9K +473 +0.6%
NPT
222
Nixon Peabody Trust
Massachusetts
$5.77M +$5.3M +78,728 New
TI
223
tru Independence
Oregon
$5.73M +$154K +2,283 +3%
RWM
224
Ritholtz Wealth Management
New York
$5.7M -$94.4K -1,401 -2%
SGDR
225
SPX Gestao de Recursos
Brazil
$5.61M +$5.16M +76,600 New

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.