Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EOS ENERGY ENTERPRISES INC (EOSE)

353 + Investors. Track Smart Money conviction in EOSE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
6Q ▲
Buyers last Q
59%

Smart Money Signals — EOSE

Based on 312 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added EOSE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
312 hedge funds hold EOSE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +103% more funds vs a year ago

fund count last 6Q
+158 new funds entered over the past year (+103% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

220 buying151 selling
Last quarter: 220 funds bought or added vs 151 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new EOSE position: 45 → 75 → 84 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 44% new

■ 29% conviction (2yr+) ■ 28% medium ■ 44% new
Of the 312 current holders: 89 (29%) held >2 years, 86 held 1–2 years, and 137 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

48 → 45 → 75 → 84 → 96 new funds/Q
New funds entering each quarter: 45 → 75 → 84 → 96. A growing number of institutions are discovering EOSE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 8% 1-2yr ■ 47% new
Of 353 current holders: 159 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
36 of 312 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EOSE

In 2025 Q4, 220 hedge funds were net buyers of EOSE (96 opened a new position, 124 added to an existing one), while 151 reduced or exited (102 trimmed, 49 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in EOSE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +47 funds (more new holders than closures). Total institutional holders: 312.

Hedge Fund Ownership: EOSE

How many hedge funds hold EOSE — quarterly history vs. share price
Quarterly hedge fund ownership of EOSE vs. share price

Market Analysis: EOSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOSE

Industrials Electrical Equipment & Parts

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 3 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: EOSE
2026 Q1 Stats Unlock in 7 days 353 + Investors

Track Smart Money conviction in EOSE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 353 306 15.36%
13F Shares 247M 213M 16.2%
Total Value $2.84B $2.39B 18.79%
New Positions 97 94 +3
Increased Positions 187 140 +47
Closed Positions 53 36 +17
Reduced Positions 141 95 +46
Total Calls 28 29 -3.45%
Total Puts 22 21 4.76%
PUT/CALL Ratio 0.79 0.72 Neutral

Statistics: EOSE

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Enterprise Value/EBITDA --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

353 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EOSE. Verified SEC 13F-HR filings.

Top 25 institutional holders of EOSE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lauer Wealth, LLC 0.75% 204,220 $937K
2 Fiscal Wisdom Wealth Management, LLC 0.31% 64,334 $319K
3 Skaana Management L.P. 0.28% 169,400 $840K
4 Flagship Private Wealth, LLC 0.19% 95,067 $472K
5 Fiduciary Planning LLC 0.16% 109,696 $544K
6 Bouvel Investment Partners, LLC 0.16% 113,521 $563K
7 MACROVIEW INVESTMENT MANAGEMENT LLC 0.16% 46,056 $228K
8 L.K. Benson & Company, P.C. 0.12% 71,990 $357K
9 Baker Avenue Asset Management, LP 0.11% 1,003,090 $5.0M
10 BARINGS LLC 0.10% 1,204,430 $6.0M
11 RICHARDS, MERRILL & PETERSON, INC. 0.09% 49,845 $247K
12 Cutter & CO Brokerage, Inc. 0.09% 96,740 $366K
13 FourThought Financial Partners, LLC 0.09% 198,656 $985K
14 Skaana Management L.P. 0.08% 48,746 $242K
15 Dockside LLC 0.08% 65,041 $323K
16 GSA CAPITAL PARTNERS LLP 0.08% 247,064 $1K
17 FLORIDA FINANCIAL ADVISORS, LLC 0.07% 60,918 $302K
18 Innovative Asset Advisors Group, LLC 0.06% 22,500 $112K
19 Lauer Wealth, LLC 0.06% 57,200 $75K
20 Rinkey Investments 0.06% 44,877 $223K
21 JAG CAPITAL MANAGEMENT, LLC 0.05% 97,550 $484K
22 WESPAC Advisors, LLC 0.05% 17,978 $89K
23 Capital Square, LLC 0.05% 13,740 $105K
24 Gainplan LLC 0.05% 12,261 $61K
25 ELEVATUS WELATH MANAGEMENT 0.04% 17,087 $85K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EOS ENERGY ENTERPRISES INC (EOSE)

What does the Smart Money Trend signal show for EOSE?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added EOSE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EOSE?

Slight buying edge — 59% buying: Last quarter: 220 funds bought or added vs 151 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EOSE holders?

Strong quality — 23% AUM from major funds: 36 of 312 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EOSE?

Mixed — 29% long-term, 44% new: Of the 312 current holders: 89 (29%) held >2 years, 86 held 1–2 years, and 137 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.