Zeo Energy
8 hedge funds and large institutions have $533K invested in Zeo Energy in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 4 closing their positions.
43% more capital invested
Capital invested by funds: $373K → $533K (+$160K)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
14% more funds holding
Funds holding: 7 → 8 (+1)
1.77% less ownership
Funds ownership: 3.8% → 2.02% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$104K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$74.9K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$20.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.37K |
| 5 |
PEP
Pickering Energy Partners
Houston,
Texas
|
+$166 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$195K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$85.1K |
| 3 |
VF
Virtu Financial
New York
|
-$22K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Geode Capital Management
Boston,
Massachusetts
| $265K | +$74.9K | +45,190 | +140% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $216K | +$104K | +63,010 | New |
|
|
XT
3
XTX Topco
George Town,
Cayman Islands
| $41.6K | +$20.1K | +12,126 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $9.14K | +$3.37K | +2,032 | +321% |
|
|
PEP
5
Pickering Energy Partners
Houston,
Texas
| $343 | +$166 | +100 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $144 | +$36 | +22 | +110% |
|
|
SS
7
SBI Securities
Tokyo,
Japan
| $41 | +$20 | +12 | New |
|
8
JP Morgan Chase
New York
| $31 | +$15 | +9 | New |
|
|
KPF
9
K2 Principal Fund
Toronto,
Ontario, Canada
| – | -$195K | -115,580 | Closed |
|
|
TC
10
TownSquare Capital
Provo,
Utah
| – | -$85.1K | -50,378 | Closed |
|
|
VF
11
Virtu Financial
New York
| – | -$22K | -13,208 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$14.5K | -8,609 | Closed |
|
ZEO Hedge Fund Activity: Q4 2024 in Review
8 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q4 2024, worth a combined $533K — up 43% from $373K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ZEO positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $104K. The largest seller was K2 Principal Fund, exiting entirely with an estimated $195K sold.
- 8 institutional investors held Zeo Energy (ZEO) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $533K of Zeo Energy stock for Q4 2024, up 43% quarter-over-quarter.
- 5 funds opened new Zeo Energy positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest Zeo Energy buyer in Q4 2024 was Vanguard Group, an estimated $104K added.
- The largest Zeo Energy seller in Q4 2024 was K2 Principal Fund, an estimated $195K sold.
Based on aggregated 13F filings for Q4 2024.