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Shoals Technologies Group

267 hedge funds and large institutions have $1.18B invested in Shoals Technologies Group in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $12.5M

14% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 79

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 267267 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.64% less ownership

Funds ownership: 109.35%106.71% (-2.6%)

24% less capital invested

Capital invested by funds: $1.56B → $1.18B (-$380M)

Holders
267
Holders Change
Holders Change %
0%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
63
Increased
90
Reduced
79
Closed
56
Calls
$43.6M
Puts
$12.5M
Net Calls
+$31.1M
Net Calls Change
-$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$9.05K
PA
227
Parallel Advisors
California
$8.59K +$10.6K +1,289 +7,582%
SSG
228
Summit Securities Group
New York
$8.41K +$10.5K +1,278 New
TFIPS
229
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.58K
Los Angeles Capital Management
230
Los Angeles Capital Management
California
$6.39K
HCA
231
Harbor Capital Advisors
Illinois
$5K -$887K -108,095 -99%
SC
232
Stance Capital
Massachusetts
$4.32K +$5.39K +657 New
AF
233
Allworth Financial
California
$4.22K +$4.91K +599 +1,393%
S
234
SignatureFD
Georgia
$3.85K +$4.18K +510 +680%
RIL
235
Rothschild Investment LLC
Illinois
$3.49K +$361 +44 +9%
MCM
236
MAI Capital Management
Ohio
$2.73K +$3.32K +405 +4,050%
CA
237
CoreCap Advisors
Michigan
$2.63K
Ohio Public Employees Retirement System (OPERS)
238
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.41K +$3K +366 New
AUB
239
Atlantic Union Bankshares
Virginia
$2.4K
LFG
240
Larson Financial Group
Missouri
$2.3K +$2.87K +350 New
EP
241
Essential Partners
California
$2.28K -$254 -31 -8%
TPWA
242
Twin Peaks Wealth Advisors
California
$2.26K +$2.82K +344 New
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.05K
ASN
244
Advisory Services Network
Georgia
$1.95K +$2.43K +296 New
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$1.6K
TFA
246
Transamerica Financial Advisors
Florida
$1.58K +$1.98K +241 New
TC
247
Truvestments Capital
Florida
$1.32K +$1.64K +200 New
BIA
248
Bell Investment Advisors
California
$1.01K
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$974 -$6.26K -763 -84%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$824