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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
A
301
AlphaQuest
New York
-$131K -15,375 Closed
NC
302
nVerses Capital
Florida
-$127K -14,903 Closed
HighTower Advisors
303
HighTower Advisors
Illinois
-$120K -14,104 Closed
BCM
304
Bayesian Capital Management
New York
-$111K -13,000 Closed
MA
305
Mutual Advisors
Nebraska
-$108K -12,709 Closed
Envestnet Asset Management
306
Envestnet Asset Management
Illinois
-$96.3K -11,329 Closed
Mackenzie Financial
307
Mackenzie Financial
Ontario, Canada
-$90.1K -10,535 Closed
UFF
308
USA Financial Formulas
Michigan
-$49.4K -5,807 Closed
AB
309
Amalgamated Bank
New York
-$45K -5,284 Closed
VNA
310
Valley National Advisers
Pennsylvania
-$18K -2,200 Closed
TM
311
Torren Management
California
-$12.3K -1,442 Closed
KAS
312
Kemnay Advisory Services
New York
-$8.64K -1,017 Closed
AP
313
Antipodes Partners
Australia
-$8.31K -978 Closed
WT
314
Whittier Trust
California
-$5.37K -581 Closed
TPBG
315
Turning Point Benefit Group
Maryland
-$1.56K -184 Closed
PFBT
316
Parkside Financial Bank & Trust
Missouri
-$723 -85 Closed
CMBA
317
C.M. Bidwell & Associates
Hawaii
-$629 -74 Closed
SC
318
Swan Capital
Florida
-$553 -65 Closed
BFS
319
Bare Financial Services
Pennsylvania
-$459 -54 Closed
SWM
320
SHP Wealth Management
Massachusetts
-$255 -30 Closed
AAP
321
Arax Advisory Partners
Colorado
-$221 -26 Closed
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
-$51 -6 Closed