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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
LFG
201
Larson Financial Group
Missouri
$1.17K +$1.46K +351 New
GKIM
202
GW&K Investment Management
Massachusetts
$1K -$10.3K -2,471 -92%
BCV
203
Banque Cantonale Vaudoise
Switzerland
$1K +$1.06K +254 New
IA
204
IFP Advisors
Florida
$851
RIL
205
Rothschild Investment LLC
Illinois
$847 +$728 +175 +219%
BCMLT
206
Beacon Capital Management LLC (Tennessee)
Tennessee
$664
Barrow, Hanley, Mewhinney & Strauss
207
Barrow, Hanley, Mewhinney & Strauss
Texas
$637
BIA
208
Bell Investment Advisors
California
$635 +$640 +154 +416%
SCM
209
Sterling Capital Management
North Carolina
$581
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$415 +$520 +125 New
SC
211
Stephens Consulting
Michigan
$366 +$457 +110 New
PFBT
212
Parkside Financial Bank & Trust
Missouri
$365 +$457 +110 New
RCM
213
Raleigh Capital Management
North Carolina
$222 +$279 +67 New
SW
214
SVB Wealth
Massachusetts
$183 +$229 +55 New
NSIM
215
North Star Investment Management
Illinois
$139
TWD
216
True Wealth Design
Ohio
$83 +$104 +25 New
FFA
217
Farther Finance Advisors
California
$49 -$104 -25 -63%
MAM
218
Morse Asset Management
Connecticut
$33
HNB
219
Huntington National Bank
Ohio
$3
ECA
220
Encompass Capital Advisors
New York
-$29.9M -5,410,245 Closed
Impax Asset Management Group
221
Impax Asset Management Group
United Kingdom
-$19.1M -3,469,360 Closed
ClearBridge Investments
222
ClearBridge Investments
New York
-$10.3M -1,857,658 Closed
GIM
223
Goodlander Investment Management
Texas
-$8.29M -1,500,000 Closed
BNP Paribas Asset Management
224
BNP Paribas Asset Management
France
-$4.88M -882,472 Closed
CCM
225
Callodine Capital Management
Massachusetts
-$4.42M -800,000 Closed

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.