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.

Holders
10
Holders Change
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04M 358,428 +206,465 +136%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$504K 173,670 +86,047 +98%
HighTower Advisors
3
HighTower Advisors
Illinois
$114K 39,243 +39,243 New
State Street
4
State Street
Massachusetts
$113K 38,900 +14,900 +62%
BlackRock
5
BlackRock
New York
$33.1K 11,424 +11,424 New
TRCT
6
Tower Research Capital (TRC)
New York
$25K 8,615 +8,615 New
UBS Group
7
UBS Group
Switzerland
$7.8K 2,689 -9 -0.3%
WAM
8
Wolverine Asset Management
Illinois
$635 219
SS
9
SBI Securities
Japan
$447 154 +134 +670%
Bank of America
10
Bank of America
North Carolina
$435 150 +89 +146%
Citadel Advisors
11
Citadel Advisors
Florida
-17,839 Closed
AF
12
Abound Financial
California
-1,520 Closed
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
-7 Closed