Zeo Energy
30 hedge funds and large institutions have $1.02M invested in Zeo Energy in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 6 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.64% less ownership
Funds ownership: 6.02% → 4.38% (-1.6%)
9% less funds holding
Funds holding: 33 → 30 (-3)
11% less capital invested
Capital invested by funds: $1.15M → $1.02M (-$129K)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$91.3K |
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
+$43.6K |
| 3 |
HF
HRT Financial
New York
|
+$13.8K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$8.49K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$6.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSC
Piper Sandler & Co
Minneapolis,
Minnesota
|
-$291K |
| 2 |
TCBWMS
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
-$40.6K |
| 3 |
BlackRock
New York
|
-$25K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$16.3K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$8.89K |
ZEO Hedge Fund Activity: Q2 2026 in Review
30 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q2 2026, worth a combined $1.02M — down 11% from $1.15M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ZEO and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was UBS Group, adding an estimated $91.3K. The largest seller was Piper Sandler & Co, exiting entirely with an estimated $291K sold.
- 30 institutional investors held Zeo Energy (ZEO) as of Q2 2026, down from 33 in Q1 2026.
- Funds reported $1.02M of Zeo Energy stock for Q2 2026, down 11% quarter-over-quarter.
- 3 funds opened new Zeo Energy positions in Q2 2026 and 6 closed out, a net change of -3 holders.
- The largest Zeo Energy buyer in Q2 2026 was UBS Group, an estimated $91.3K added.
- The largest Zeo Energy seller in Q2 2026 was Piper Sandler & Co, an estimated $291K sold.
Based on aggregated 13F filings for Q2 2026.