ZEO

Zeo Energy
ZEO

Overview Fund Activity

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
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

1
Vanguard Group
Vanguard Group
Pennsylvania
+$599K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$250K
3
HighTower Advisors
HighTower Advisors
Illinois
+$114K
4
State Street
State Street
Massachusetts
+$43.2K
5
BlackRock
BlackRock
New York
+$33.1K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$26.9K
2
AF
Abound Financial
California
-$2.3K
3
UBS Group
UBS Group
Switzerland
-$26
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$11
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04M +$599K +206,465 +136%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$504K +$250K +86,047 +98%
HighTower Advisors
3
HighTower Advisors
Illinois
$114K +$114K +39,243 New
State Street
4
State Street
Massachusetts
$113K +$43.2K +14,900 +62%
BlackRock
5
BlackRock
New York
$33.1K +$33.1K +11,424 New
TRCT
6
Tower Research Capital (TRC)
New York
$25K +$25K +8,615 New
UBS Group
7
UBS Group
Switzerland
$7.8K -$26 -9 -0.3%
WAM
8
Wolverine Asset Management
Illinois
$635 – – –
SS
9
SBI Securities
Japan
$447 +$389 +134 +670%
Bank of America
10
Bank of America
North Carolina
$435 +$258 +89 +146%
Citadel Advisors
11
Citadel Advisors
Florida
– -$26.9K -17,839 Closed
AF
12
Abound Financial
California
– -$2.3K -1,520 Closed
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
– -$11 -7 Closed