Zeo Energy
10 hedge funds and large institutions have $432K invested in Zeo Energy in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
0.77% less ownership
Funds ownership: 2.02% → 1.26% (-0.77%)
19% less capital invested
Capital invested by funds: $533K → $432K (-$101K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$196K |
| 2 |
State Street
Boston,
Massachusetts
|
+$52.8K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$39.2K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$22.5K |
| 5 |
AF
Abound Financial
Granite Bay,
California
|
+$3.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$41.6K |
| 2 |
PEP
Pickering Energy Partners
Houston,
Texas
|
-$343 |
| 3 |
JP Morgan Chase
New York
|
-$4 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $229K | +$196K | +88,953 | +141% |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $132K | +$22.5K | +10,234 | +13% |
|
|
3
State Street
Boston,
Massachusetts
| $36.2K | +$52.8K | +24,000 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $26.9K | +$39.2K | +17,839 | New |
|
5
UBS Group
Zurich,
Switzerland
| $4.07K | +$70 | +32 | +1% |
|
|
AF
6
Abound Financial
Granite Bay,
California
| $2.29K | +$3.34K | +1,520 | New |
|
|
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $330 | +$482 | +219 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $92 | +$42 | +19 | +45% |
|
|
SS
9
SBI Securities
Tokyo,
Japan
| $30 | +$18 | +8 | +67% |
|
|
10
JP Morgan Chase
New York
| $11 | -$4 | -2 | -22% |
|
|
XT
11
XTX Topco
George Town,
Cayman Islands
| – | -$41.6K | -12,126 | Closed |
|
|
PEP
12
Pickering Energy Partners
Houston,
Texas
| – | -$343 | -100 | Closed |
|
ZEO Hedge Fund Activity: Q1 2025 in Review
10 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q1 2025, worth a combined $432K — down 19% from $533K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ZEO positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Vanguard Group, adding an estimated $196K. The largest seller was XTX Topco, exiting entirely with an estimated $41.6K sold.
- 10 institutional investors held Zeo Energy (ZEO) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $432K of Zeo Energy stock for Q1 2025, down 19% quarter-over-quarter.
- 4 funds opened new Zeo Energy positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Zeo Energy buyer in Q1 2025 was Vanguard Group, an estimated $196K added.
- The largest Zeo Energy seller in Q1 2025 was XTX Topco, an estimated $41.6K sold.
Based on aggregated 13F filings for Q1 2025.