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Shoals Technologies Group

265 hedge funds and large institutions have $1.55B invested in Shoals Technologies Group in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.51% more ownership

Funds ownership: 107.57%109.08% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$38.3M
Puts
$5.88M
Net Calls
Net Calls Change

Top Buyers

1 +$69M
2 +$53.3M
3 +$42.4M
4
Amundi
Amundi
France
+$33M
5
UBS Group
UBS Group
Switzerland
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Mutual Advisors
Nebraska
$108K
BFM
202
Boothbay Fund Management
New York
$105K
DS
203
DRW Securities
Illinois
$102K
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$96.3K
Comerica Bank
205
Comerica Bank
Texas
$95.2K
CWM
206
CIBC World Markets
New York
$94.6K
FAMI
207
Fideuram Asset Management (Ireland)
$92.7K
IEFM
208
IQ EQ Fund Management
Ireland
$90.8K
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$90.1K
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$85.1K
SCM
211
Sterling Capital Management
North Carolina
$70.7K
SOADOR
212
State of Alaska Department of Revenue
Alaska
$62K
PWPS
213
Pinnacle Wealth Planning Services
Ohio
$60.2K
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$58.8K
UFF
215
USA Financial Formulas
Michigan
$49.4K
AB
216
Amalgamated Bank
New York
$45K
GI
217
GAMMA Investing
California
$31.9K
US Bancorp
218
US Bancorp
Minnesota
$26.1K
GRP
219
Global Retirement Partners
California
$23.9K
EWA
220
EverSource Wealth Advisors
Alabama
$18.9K
VNA
221
Valley National Advisers
Pennsylvania
$18K
SS
222
SBI Securities
Japan
$17.1K
FFA
223
Farther Finance Advisors
California
$16.4K
SAM
224
Smartleaf Asset Management
Massachusetts
$15.4K
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$13.5K