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Shoals Technologies Group

238 hedge funds and large institutions have $1.34B invested in Shoals Technologies Group in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 70 increasing their positions, 88 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

530% more call options, than puts

Call options by funds: $54.9M | Put options by funds: $8.71M

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

69% more capital invested

Capital invested by funds: $791M → $1.34B (+$547M)

56% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 34

8% more funds holding

Funds holding: 220238 (+18)

3.2% less ownership

Funds ownership: 111.06%107.86% (-3.2%)

20% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 88

Holders
238
Holders Change
+18
Holders Change %
+8.18%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
53
Increased
70
Reduced
88
Closed
34
Calls
$54.9M
Puts
$8.71M
Net Calls
+$46.2M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
201
SBI Securities
Japan
$17.8K -$10.3K -1,682 -41%
GI
202
GAMMA Investing
California
$17.6K +$8.9K +1,446 +155%
EWA
203
EverSource Wealth Advisors
Alabama
$16.4K -$1.97K -320 -13%
FFA
204
Farther Finance Advisors
California
$15.1K +$9.07K +1,475 +265%
ASN
205
Advisory Services Network
Georgia
$14.1K +$11.7K +1,900 New
Optiver Holding
206
Optiver Holding
Netherlands
$14K +$11.7K +1,894 New
QL
207
Quarry LP
New York
$12.8K +$2.97K +482 +39%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$11.5K -$105 -17 -1%
AAP
209
Arax Advisory Partners
Colorado
$11.1K +$9.18K +1,492 New
Osaic Holdings
210
Osaic Holdings
Arizona
$10.2K
BWL
211
Bogart Wealth LLC
Virginia
$10.2K
FIA
212
FNY Investment Advisers
New York
$10K +$8.4K +1,365 New
Jones Financial Companies
213
Jones Financial Companies
Missouri
$8.44K +$246 +40 +4%
CA
214
Clearstead Advisors
Ohio
$8.09K
AP
215
Antipodes Partners
Australia
$7.25K +$6.02K +978 New
WT
216
Whittier Trust
California
$4.94K +$3.58K +581 New
RIL
217
Rothschild Investment LLC
Illinois
$3.59K
US Bancorp
218
US Bancorp
Minnesota
$3.52K -$11.1K -1,799 -79%
CA
219
CoreCap Advisors
Michigan
$2.96K
AUB
220
Atlantic Union Bankshares
Virginia
$2.71K
EP
221
Essential Partners
California
$2.43K
PS
222
Principal Securities
Iowa
$2.39K
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.31K +$1.92K +312 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1.8K
SAM
225
Smartleaf Asset Management
Massachusetts
$1.51K +$517 +84 +71%

SHLS Hedge Fund Activity: Q3 2025 in Review

238 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Shoals Technologies Group (SHLS) for Q3 2025, worth a combined $1.34B — up 69% from $791M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SHLS positions and 34 closed out — a net gain of 19 holders — while 70 added to existing stakes and 88 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $30.4M. The largest seller was Wellington Management Group, cutting an estimated $81M.

  • 238 institutional investors held Shoals Technologies Group (SHLS) as of Q3 2025, up from 220 in Q2 2025.
  • Funds reported $1.34B of Shoals Technologies Group stock for Q3 2025, up 69% quarter-over-quarter.
  • 53 funds opened new Shoals Technologies Group positions in Q3 2025 and 34 closed out, a net change of +19 holders.
  • The largest Shoals Technologies Group buyer in Q3 2025 was T. Rowe Price Associates, an estimated $30.4M added.
  • The largest Shoals Technologies Group seller in Q3 2025 was Wellington Management Group, an estimated $81M sold.

Based on aggregated 13F filings for Q3 2025.