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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
BlackRock
1
BlackRock
New York
$105M +$165K +39,797 +0.1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$71.8M +$30.7M +7,382,548 +52%
Vanguard Group
3
Vanguard Group
Pennsylvania
$45.7M -$14.2M -3,410,808 -20%
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$25.6M +$9.03M +2,171,151 +39%
Invesco
5
Invesco
Georgia
$22.5M +$1.56M +375,271 +6%
State Street
6
State Street
Massachusetts
$19.7M -$591K -142,040 -2%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$18.3M +$10.3M +2,469,332 +81%
Franklin Resources
8
Franklin Resources
California
$15M -$1.01M -243,729 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.5M +$398K +95,826 +2%
PP
10
Peconic Partners
New York
$12.9M +$748K +180,000 +5%
EAM
11
Erste Asset Management
Austria
$12.8M +$1.14M +273,500 +8%
CP
12
CenterBook Partners
Connecticut
$12.5M +$15.6M +3,761,829 New
RGC
13
Redwood Grove Capital
California
$10M +$3.99M +960,532 +47%
FCM
14
Frontier Capital Management
Massachusetts
$9.53M +$1.54M +369,978 +15%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$7.71M +$9.66M +2,322,861 New
Citadel Advisors
16
Citadel Advisors
Florida
$7.23M -$1.52M -365,173 -14%
Morgan Stanley
17
Morgan Stanley
New York
$6.68M -$1.03M -248,020 -11%
UBS Group
18
UBS Group
Switzerland
$6.47M +$3.25M +781,215 +67%
Goldman Sachs
19
Goldman Sachs
New York
$6.36M -$2.48M -597,198 -24%
Federated Hermes
20
Federated Hermes
Pennsylvania
$5.93M +$388K +93,323 +6%
Northern Trust
21
Northern Trust
Illinois
$5.5M -$494K -118,708 -7%
Norges Bank
22
Norges Bank
Norway
$5.37M -$2.65M -637,605 -28%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$5.35M +$6.7M +1,611,406 New
ACM
24
Arosa Capital Management
Florida
$4.86M +$1.43M +343,577 +31%
Charles Schwab
25
Charles Schwab
California
$4.47M +$524K +125,941 +10%

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.