Zeo Energy
30 hedge funds and large institutions have $2.13M invested in Zeo Energy in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
667% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 3
200% more funds holding
Funds holding: 10 → 30 (+20)
16% more capital invested
Capital invested by funds: $1.84M → $2.13M (+$291K)
2.78% more ownership
Funds ownership: 2.78% → 5.56% (+2.8%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSC
Piper Sandler & Co
Minneapolis,
Minnesota
|
+$1.37M |
| 2 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$537K |
| 3 |
GLF
Groupe la Francaise
Paris,
France
|
+$88.2K |
| 4 |
SAMH
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
+$75.1K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$63.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$213K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$168K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$114K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$25K |
| 5 |
BlackRock
New York
|
-$1.95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
SBI Securities
Tokyo,
Japan
| $208 | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $86 | +$129 | +64 | New |
|
|
MCM
28
MAI Capital Management
Independence,
Ohio
| $36 | +$52 | +26 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $13 | +$16 | +8 | New |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $5 | +$8 | +4 | New |
|
|
31
HighTower Advisors
Chicago,
Illinois
| – | -$114K | -39,243 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$25K | -8,615 | Closed |
|
|
WAM
33
Wolverine Asset Management
Chicago,
Illinois
| – | -$635 | -219 | Closed |
|
ZEO Hedge Fund Activity: Q3 2025 in Review
30 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q3 2025, worth a combined $2.13M — up 16% from $1.84M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ZEO positions and 3 closed out — a net gain of 20 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Piper Sandler & Co, opening a new position worth an estimated $1.37M. The largest seller was Vanguard Group, cutting an estimated $213K.
- 30 institutional investors held Zeo Energy (ZEO) as of Q3 2025, up from 10 in Q2 2025.
- Funds reported $2.13M of Zeo Energy stock for Q3 2025, up 16% quarter-over-quarter.
- 23 funds opened new Zeo Energy positions in Q3 2025 and 3 closed out, a net change of +20 holders.
- The largest Zeo Energy buyer in Q3 2025 was Piper Sandler & Co, an estimated $1.37M added.
- The largest Zeo Energy seller in Q3 2025 was Vanguard Group, an estimated $213K sold.
Based on aggregated 13F filings for Q3 2025.