ZEO
Zeo Energy
10 hedge funds and large institutions have $1.84M invested in Zeo Energy in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$599K | |
| 2 | +$250K | |
| 3 | +$114K | |
| 4 |
State Street
Boston,
Massachusetts
|
+$43.2K |
| 5 |
BlackRock
New York
|
+$33.1K |
Top Sellers
| 1 | -$26.9K | |
| 2 | -$2.29K | |
| 3 | -$26 | |
| 4 |
JPMorgan Chase & Co
New York
|
-$11 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Vanguard Group
Malvern,
Pennsylvania
| $1.04M |
|
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2
Geode Capital Management
Boston,
Massachusetts
| $504K |
|
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3
HighTower Advisors
Chicago,
Illinois
| $114K |
|
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|
4
State Street
Boston,
Massachusetts
| $113K |
|
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|
5
BlackRock
New York
| $33.1K |
|
|||
|
TRCT
6
Tower Research Capital (TRC)
New York
| $25K |
|
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7
UBS Group
Zurich,
Switzerland
| $7.8K |
|
|||
|
WAM
8
Wolverine Asset Management
Chicago,
Illinois
| $635 |
|
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|
SS
9
SBI Securities
Tokyo,
Japan
| $447 |
|
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10
Bank of America
Charlotte,
North Carolina
| $435 |
|
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11
Citadel Advisors
Miami,
Florida
| – |
|
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|
AF
12
Abound Financial
Granite Bay,
California
| – |
|
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|
13
JPMorgan Chase & Co
New York
| – |
|