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ZEO

Zeo Energy
ZEO

10 hedge funds and large institutions have $1.84M invested in Zeo Energy in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

325% more capital invested

Capital invested by funds: $432K → $1.84M (+$1.41M)

1.52% more ownership

Funds ownership: 1.26% → 2.78% (+1.5%)

0% more funds holding

Funds holding: 10 → 10 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$432K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$180K
3
HighTower Advisors
HighTower Advisors
Illinois
+$82.2K
4
State Street
State Street
Massachusetts
+$31.2K
5
BlackRock
BlackRock
New York
+$23.9K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$26.9K
2
AF
Abound Financial
California
-$2.29K
3
UBS Group
UBS Group
Switzerland
-$19
4
JP Morgan Chase
JP Morgan Chase
New York
-$11

ZEO Hedge Fund Activity: Q2 2025 in Review

10 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q2 2025, worth a combined $1.84M — up 325% from $432K a quarter earlier.

Fund positioning in ZEO was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 1 trimmed.

The largest buyer was Vanguard Group, adding an estimated $432K. The largest seller was Citadel Advisors, exiting entirely with an estimated $26.9K sold.

  • 10 institutional investors held Zeo Energy (ZEO) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $1.84M of Zeo Energy stock for Q2 2025, up 325% quarter-over-quarter.
  • 3 funds opened new Zeo Energy positions in Q2 2025 and 3 closed out, a net change of 0 holders.
  • The largest Zeo Energy buyer in Q2 2025 was Vanguard Group, an estimated $432K added.
  • The largest Zeo Energy seller in Q2 2025 was Citadel Advisors, an estimated $26.9K sold.

Based on aggregated 13F filings for Q2 2025.