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Shoals Technologies Group

263 hedge funds and large institutions have $1.55B invested in Shoals Technologies Group in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 80 increasing their positions, 81 reducing their positions, and 41 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:

1.49% more ownership

Funds ownership: 107.58%109.07% (+1.5%)

1% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 81

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
263
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
BFM
201
Boothbay Fund Management
New York
$105K
DS
202
DRW Securities
Illinois
$102K
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$96.3K
Comerica Bank
204
Comerica Bank
Texas
$95.2K
CWM
205
CIBC World Markets
New York
$94.6K
FAMI
206
Fideuram Asset Management (Ireland)
$92.7K
IEFM
207
IQ EQ Fund Management
Ireland
$90.8K
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$90.1K
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$85.1K
SCM
210
Sterling Capital Management
North Carolina
$70.7K
SOADOR
211
State of Alaska Department of Revenue
Alaska
$62K
PWPS
212
Pinnacle Wealth Planning Services
Ohio
$60.2K
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$58.8K
UFF
214
USA Financial Formulas
Michigan
$49.4K
AB
215
Amalgamated Bank
New York
$45K
GI
216
GAMMA Investing
California
$31.9K
US Bancorp
217
US Bancorp
Minnesota
$26.1K
GRP
218
Global Retirement Partners
California
$23.9K
EWA
219
EverSource Wealth Advisors
Alabama
$18.9K
VNA
220
Valley National Advisers
Pennsylvania
$18K
SS
221
SBI Securities
Japan
$17.1K
FFA
222
Farther Finance Advisors
California
$16.4K
SAM
223
Smartleaf Asset Management
Massachusetts
$15.4K
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$13.5K
Jones Financial Companies
225
Jones Financial Companies
Missouri
$13.2K