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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
LSA
176
Leonteq Securities AG
Switzerland
$27.2K -$14.3K -3,429 -29%
Osaic Holdings
177
Osaic Holdings
Arizona
$21.7K -$11.3K -2,720 -29%
AB
178
Amalgamated Bank
New York
$19K
CA
179
CoreCap Advisors
Michigan
$18.4K +$21.4K +5,138 +1,285%
SS
180
SBI Securities
Japan
$14K +$5.81K +1,397 +49%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$13.4K +$7.79K +1,875 +87%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$10.3K +$12.9K +3,108 New
TFIPS
183
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.96K
AAM
184
Advisors Asset Management
Colorado
$9.28K -$50.9K -12,233 -81%
TRCT
185
Tower Research Capital (TRC)
New York
$9.07K -$53.2K -12,794 -82%
CM
186
Castleark Management
Illinois
$7.11K
CM
187
Caption Management
Oklahoma
$6.64K +$8.31K +2,000 New
C
188
Covestor
United Kingdom
$6K +$229 +55 +3%
US Bancorp
189
US Bancorp
Minnesota
$5.73K -$848 -204 -11%
GI
190
GAMMA Investing
California
$5.69K +$2.98K +716 +72%
EWA
191
EverSource Wealth Advisors
Alabama
$5.67K +$6.77K +1,628 +2,035%
AP
192
Antipodes Partners
Australia
$4.93K -$3.28K -788 -35%
BWL
193
Bogart Wealth LLC
Virginia
$4.57K
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$4.37K +$3.28K +788 +149%
Walleye Capital
195
Walleye Capital
New York
$3.07K -$40.5K -9,733 -91%
CCM
196
Coldstream Capital Management
Washington
$2.77K +$3.47K +834 New
PS
197
Principal Securities
Iowa
$2.21K
HCA
198
Harbor Capital Advisors
Illinois
$2K +$761 +183 +39%
TFA
199
Toth Financial Advisory
Virginia
$1.66K
SSB
200
Sandy Spring Bank
Maryland
$1.21K

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.