Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SHOALS TECHNOLOGIES GROUP IN (SHLS)

269 + Investors. Track Smart Money conviction in SHLS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — SHLS

Based on 254 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SHLS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
254 funds currently hold this stock — 93% of the 3.0-year high of 273 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

155 buying122 selling
Last quarter: 155 funds bought or added vs 122 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new SHLS position: 46 → 44 → 47 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 24% medium ■ 26% new
128 out of 254 hedge funds have held SHLS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -60%

Value
-60%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -60%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

40 → 46 → 44 → 47 → 69 new funds/Q
New funds entering each quarter: 46 → 44 → 47 → 69. A growing number of institutions are discovering SHLS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Of 269 current holders: 173 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
41 of 254 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SHLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SHLS

How many hedge funds hold SHLS — quarterly history vs. share price
Quarterly hedge fund ownership of SHLS vs. share price

Market Analysis: SHLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHLS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: SHLS
2026 Q1 Stats Unlock in 17 days 269 + Investors

Track Smart Money conviction in SHLS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 269 246 9.35%
13F Shares 182M 184M -0.9%
Total Value $1.44B $3.65B -60.41%
New Positions 70 47 +23
Increased Positions 106 93 +13
Closed Positions 46 33 +13
Reduced Positions 101 113 -12
Total Calls 13 15 -13.33%
Total Puts 7 9 -22.22%
PUT/CALL Ratio 0.54 0.6 Bullish

Statistics: SHLS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

269 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHLS. Verified SEC 13F-HR filings.

Top 25 institutional holders of SHLS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Torrey Growth & Income Advisors 0.47% 175,586 $1.1M
2 Trium Capital LLP 0.35% 74,797 $492K
3 Green Alpha Advisors, LLC 0.10% 16,030 $105K
4 VIKING FUND MANAGEMENT LLC 0.09% 130,000 $855K
5 Raiffeisen Bank International AG 0.09% 950,000 $5.9M
6 CORBYN INVESTMENT MANAGEMENT INC/MD 0.08% 34,500 $227K
7 Handelsbanken Fonder AB 0.06% 2,854,873 $19K
8 CIDEL ASSET MANAGEMENT INC 0.05% 131,340 $864K
9 Abacus Wealth Partners, LLC 0.03% 43,194 $284K
10 Pictet Asset Management Holding SA 0.02% 2,750,488 $18.1M
11 Abel Hall, LLC 0.02% 10,832 $71K
12 Richard Bernstein Advisors LLC 0.02% 78,632 $517K
13 Y-Intercept (Hong Kong) Ltd 0.01% 90,422 $595K
14 Swedbank AB 0.01% 1,099,445 $7.2M
15 AlphaQuest LLC 0.01% 15,375 $131K
16 Leonteq Securities AG 0.01% 29,708 $195K
17 Brooklyn Investment Group 0.01% 30,779 $203K
18 Pallas Capital Advisors LLC 0.01% 24,422 $161K
19 Stratos Wealth Partners, LTD. 0.00% 35,568 $234K
20 Police & Firemen's Retirement System of New Jersey 0.00% 44,117 $290K
21 STRS OHIO 0.00% 90,600 $596K
22 MILLER HOWARD INVESTMENTS INC /NY 0.00% 10,570 $70K
23 Ethic Inc. 0.00% 18,352 $121K
24 Arizona State Retirement System 0.00% 45,977 $303K
25 Perigon Wealth Management, LLC 0.00% 11,334 $75K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SHOALS TECHNOLOGIES GROUP IN (SHLS)

What does the Smart Money Trend signal show for SHLS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SHLS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHLS?

Slight buying edge — 56% buying: Last quarter: 155 funds bought or added vs 122 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SHLS holders?

Elite ownership — 41% AUM from top-100 funds: 41 of 254 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SHLS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHLS?

50% of holders stayed for 2+ years: 128 out of 254 hedge funds have held SHLS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.