Zeo Energy
32 hedge funds and large institutions have $2.07M invested in Zeo Energy in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
7% more funds holding
Funds holding: 30 → 32 (+2)
0.16% more ownership
Funds ownership: 5.56% → 5.72% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $2.13M → $2.07M (-$60.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$199K |
| 2 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$137K |
| 3 |
TCBWMS
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
+$97K |
| 4 |
BlackRock
New York
|
+$40.7K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$42.4K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$19.8K |
| 3 |
Renaissance Technologies
New York
|
-$18.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.95K |
| 5 |
Morgan Stanley
New York
|
-$1.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
26
SBI Securities
Tokyo,
Japan
| $146 | -$27 | -20 | -13% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $109 | +$49 | +36 | +56% |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $40 | -$862 | -629 | -94% |
|
|
MCM
29
MAI Capital Management
Independence,
Ohio
| $29 | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $8 | – | – | – |
|
|
FFA
31
Farther Finance Advisors
San Francisco,
California
| $4 | – | – | – |
|
|
USCWA
32
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$42.4K | -31,411 | Closed |
|
|
33
Northern Trust
Chicago,
Illinois
| – | -$19.8K | -14,663 | Closed |
|
|
34
Renaissance Technologies
New York
| – | -$18.6K | -13,766 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$416 | -308 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$114 | +83 | New |
|
ZEO Hedge Fund Activity: Q4 2025 in Review
32 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q4 2025, worth a combined $2.07M — down 2.8% from $2.13M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ZEO positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Vanguard Group, adding an estimated $199K. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $42.4K sold.
- 32 institutional investors held Zeo Energy (ZEO) as of Q4 2025, up from 30 in Q3 2025.
- Funds reported $2.07M of Zeo Energy stock for Q4 2025, down 2.8% quarter-over-quarter.
- 6 funds opened new Zeo Energy positions in Q4 2025 and 4 closed out, a net change of +2 holders.
- The largest Zeo Energy buyer in Q4 2025 was Vanguard Group, an estimated $199K added.
- The largest Zeo Energy seller in Q4 2025 was U.S. Capital Wealth Advisors, an estimated $42.4K sold.
Based on aggregated 13F filings for Q4 2025.