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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
VCM
251
Versant Capital Management
Arizona
$790 +$984 +120 New
W
252
WealthCollab
Washington
$724
IPS
253
Investors Portfolio Services
Washington
$675 +$607 +74 New
IA
254
IFP Advisors
Florida
$658 +$156 +19 +23%
SS
255
Sunbelt Securities
Texas
$520
UB
256
UMB Bank
Missouri
$494
BTI
257
Blue Trust Inc
Georgia
$441 -$164 -20 -23%
RF
258
Rossby Financial
Florida
$421 +$500 +61 New
HI
259
Harbour Investments
Wisconsin
$343 +$427 +52 New
NSIM
260
North Star Investment Management
Illinois
$276
RFP
261
Root Financial Partners
California
$243 +$303 +37 New
BWA
262
Basecamp Wealth Advisors
Washington
$191 +$238 +29 New
TWD
263
True Wealth Design
Ohio
$165
MAM
264
Morse Asset Management
Connecticut
$66
DF
265
Dunhill Financial
United Kingdom
$9
HNB
266
Huntington National Bank
Ohio
$7
ECA
267
Encompass Capital Advisors
New York
-$41M -4,823,369 Closed
CHP
268
Castle Hook Partners
New York
-$40.1M -4,717,105 Closed
YCM
269
Yaupon Capital Management
New York
-$13.3M -1,558,888 Closed
TAM
270
Telemark Asset Management
Massachusetts
-$12.8M -1,500,000 Closed
DCM
271
Driehaus Capital Management
Illinois
-$11.9M -1,400,869 Closed
HVCM
272
Hel Ved Capital Management
Hong Kong
-$6.86M -807,050 Closed
PCM
273
Peregrine Capital Management
Minnesota
-$6.62M -778,874 Closed
Norges Bank
274
Norges Bank
Norway
-$3.53M -414,753 Closed
GIM
275
Granahan Investment Management
Massachusetts
-$3.09M -363,482 Closed