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ZEO

Zeo Energy
ZEO

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$104K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$74.9K
3
XT
XTX Topco
Cayman Islands
+$20.1K
4
UBS Group
UBS Group
Switzerland
+$3.37K
5
PEP
Pickering Energy Partners
Texas
+$166

Top Sellers

Rank Fund Capital Flow
1
KPF
K2 Principal Fund
Ontario, Canada
-$195K
2
TC
TownSquare Capital
Utah
-$85.1K
3
VF
Virtu Financial
New York
-$22K
4
TRCT
Tower Research Capital (TRC)
New York
-$14.5K

ZEO Hedge Fund Activity: Q4 2024 in Review

8 of the 7,607 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.