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Shoals Technologies Group

219 hedge funds and large institutions have $578M invested in Shoals Technologies Group in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 65 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $6.99M | Put options by funds: $1.39M

12% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 65

1.27% more ownership

Funds ownership: 102.87%104.14% (+1.3%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

2% less funds holding

Funds holding: 224219 (-5)

39% less capital invested

Capital invested by funds: $949M → $578M (-$372M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
219
Holders Change
-5
Holders Change %
-2.23%
% of All Funds
2.94%
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
73
Reduced
65
Closed
51
Calls
$6.99M
Puts
$1.39M
Net Calls
+$5.61M
Net Calls Change
-$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$65.3K +$81.8K +19,680 New
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$64.9K -$97.5K -23,455 -55%
PCA
153
Pallas Capital Advisors
Massachusetts
$63.7K +$79.8K +19,197 New
Canada Pension Plan Investment Board
154
Canada Pension Plan Investment Board
Ontario, Canada
$59.4K -$121K -29,116 -62%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$59K
AIP
156
Ameritas Investment Partners
Nebraska
$59K
SEI Investments
157
SEI Investments
Pennsylvania
$58K
DTL
158
Dynamic Technology Lab
Singapore
$57K +$71.7K +17,250 New
ACM
159
Aster Capital Management
United Arab Emirates
$54.2K +$74.4K +17,892 New
4WM
160
49 Wealth Management
Texas
$51.5K +$9.02K +2,170 +16%
FC
161
FORA Capital
Florida
$50.9K +$63.7K +15,329 New
PD
162
Point72 (DIFC)
United Arab Emirates
$46.8K +$17.5K +4,208 +42%
X
163
Xponance
Pennsylvania
$46.3K +$7.96K +1,916 +16%
VF
164
Virtu Financial
New York
$46K +$57.8K +13,904 New
Principal Financial Group
165
Principal Financial Group
Iowa
$44.4K -$3.73K -896 -6%
CIAM
166
Caitong International Asset Management
Hong Kong
$44.4K +$55.6K +13,381 New
PCM
167
Prelude Capital Management
New York
$44.2K +$55.4K +13,321 New
MM
168
MQS Management
New York
$43.4K +$54.3K +13,071 New
Cerity Partners
169
Cerity Partners
New York
$43.1K +$54K +12,982 New
Prudential Financial
170
Prudential Financial
New Jersey
$42.8K -$87.4K -21,033 -62%
GCM
171
Graham Capital Management
Connecticut
$42.2K -$869K -209,114 -94%
CBA
172
Coastal Bridge Advisors
Connecticut
$40.3K +$50.5K +12,153 New
Simplex Trading
173
Simplex Trading
Illinois
$40K -$142K -34,080 -73%
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$34.3K
VPIM
175
Vanguard Personalized Indexing Management
California
$33.7K +$200 +48 +0.5%

SHLS Hedge Fund Activity: Q1 2025 in Review

219 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q1 2025, worth a combined $578M — down 39% from $949M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SHLS and 47 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 73 added.

The largest buyer was Wellington Management Group, adding an estimated $30.7M. The largest seller was Encompass Capital Advisors, exiting entirely with an estimated $29.9M sold.

  • 219 institutional investors held Shoals Technologies Group (SHLS) as of Q1 2025, down from 224 in Q4 2024.
  • Funds reported $578M of Shoals Technologies Group stock for Q1 2025, down 39% quarter-over-quarter.
  • 47 funds opened new Shoals Technologies Group positions in Q1 2025 and 51 closed out, a net change of -4 holders.
  • The largest Shoals Technologies Group buyer in Q1 2025 was Wellington Management Group, an estimated $30.7M added.
  • The largest Shoals Technologies Group seller in Q1 2025 was Encompass Capital Advisors, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2025.