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Shoals Technologies Group
SHLS

Overview Fund Activity

215 hedge funds and large institutions have $568M invested in Shoals Technologies Group in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-6
Holders Change %
-2.71%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
47
Increased
71
Reduced
63
Closed
50
Calls
$6.99M
Puts
$1.39M
Net Calls
+$5.61M
Net Calls Change
-$3.24M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.5M
2
CP
CenterBook Partners
Connecticut
+$12.5M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$8.2M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$7.71M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$7.21M

Top Sellers

1
ECA
Encompass Capital Advisors
New York
-$29.9M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$19.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.3M
4
ClearBridge Investments
ClearBridge Investments
New York
-$10.3M
5
GIM
Goodlander Investment Management
Texas
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
126
Keeley-Teton Advisors
Illinois
$147K +$39.2K +11,808 +36%
VA
127
Vident Advisory
Georgia
$134K +$134K +40,460 New
CWM
128
CIBC World Markets
New York
$124K +$71.5K +21,523 +137%
Wolverine Trading
129
Wolverine Trading
Illinois
$122K +$3.41K +1,030 +3%
New York State Common Retirement Fund
130
New York State Common Retirement Fund
New York
$121K – – –
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$118K -$123K -37,082 -51%
Squarepoint
132
Squarepoint
New York
$118K -$2.59M -780,562 -96%
PFSRSONJ
133
Police & Firemen's Retirement System of New Jersey
New Jersey
$113K – – –
QC
134
Quadrature Capital
United Kingdom
$112K +$112K +33,878 New
CM
135
CoreCommodity Management
Connecticut
$109K -$161K -48,465 -60%
SPA
136
Sherbrooke Park Advisers
New York
$107K +$107K +32,128 New
AWM
137
AE Wealth Management
Kansas
$106K +$106K +31,825 New
KK
138
KLP Kapitalforvaltning
Norway
$105K – – –
Fidelity Investments
139
Fidelity Investments
Massachusetts
$99.8K +$88.2K +26,574 +764%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$94.5K +$1.74K +538 +2%
LPL Financial
141
LPL Financial
California
$87.7K -$6.5K -1,957 -7%
HT
142
Headlands Technologies
Illinois
$82.3K +$82.3K +24,782 New
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$80.9K +$80.9K +24,369 New
GAA
144
Green Alpha Advisors
Colorado
$80.7K -$5.11K -1,538 -6%
SWP
145
Stratos Wealth Partners
Ohio
$77.4K +$11.3K +3,415 +17%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$75K +$67.9K +20,505 +951%
Kayne Anderson Rudnick Investment Management
147
Kayne Anderson Rudnick Investment Management
California
$68K – – –
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$65.3K +$65.3K +19,680 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$64.9K -$77.9K -23,455 -55%
PCA
150
Pallas Capital Advisors
Massachusetts
$63.7K +$63.7K +19,197 New
4 5
6
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