EOSE icon

Eos Energy Enterprises

214 hedge funds and large institutions have $678M invested in Eos Energy Enterprises in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

19% more ownership

Funds ownership: 39.21%58.22% (+19%)

17% more call options, than puts

Call options by funds: $175M | Put options by funds: $149M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
214
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
$175M
Puts
$149M
Net Calls
Net Calls Change

Top Buyers

1 +$60.4M
2 +$20M
3 +$17.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15.1M
5
Morgan Stanley
Morgan Stanley
New York
+$14.3M

Top Sellers

1 -$12.9M
2 -$11.1M
3 -$8.69M
4
Millennium Management
Millennium Management
New York
-$5.66M
5
AFG
American Financial Group
Ohio
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
151
Principal Financial Group
Iowa
$81K
CPIG
152
Chicago Partners Investment Group
Illinois
$79.4K
ZIG
153
Zuckerman Investment Group
Illinois
$78.4K
RS
154
R Squared
Hong Kong
$78K
LWA
155
Ledgewood Wealth Advisors
New Hampshire
$76.8K
SIG
156
Stonegate Investment Group
Alabama
$76.8K
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$75.8K
GRP
158
Global Retirement Partners
California
$72.5K
MA
159
MONECO Advisors
Connecticut
$68.2K
SB
160
SIG Brokerage
New York
$66.8K
WA
161
WESPAC Advisors
California
$66.4K
Wealthfront Advisers
162
Wealthfront Advisers
California
$64.7K
SS
163
SBI Securities
Japan
$63.7K
HCM
164
Hollencrest Capital Management
California
$63.2K
PFS
165
Prospera Financial Services
Texas
$63K
XT
166
XTX Topco
Cayman Islands
$62.9K
IA
167
IFG Advisory
Georgia
$62K
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$60.7K
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$59K
GF
170
Gabelli Funds
New York
$57.3K
CS
171
Capital Square
Tennessee
$55.6K
Osaic Holdings
172
Osaic Holdings
Arizona
$55.5K
Ensign Peak Advisors
173
Ensign Peak Advisors
Utah
$54.3K
LSPW
174
Lake Street Private Wealth
Illinois
$53.8K
EWM
175
Elevatus Welath Management
New York
$52.5K