Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eos Energy Enterprises Inc (EOSE)

343 + 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
↑ +32
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — EOSE

Based on 354 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
354 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 — +59% more funds vs a year ago

fund count last 6Q
+131 new funds entered over the past year (+59% 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

230 buying159 selling
Last quarter: 230 funds bought or added vs 159 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new EOSE position: 87 → 101 → 72 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 36% new

■ 31% conviction (2yr+) ■ 33% medium ■ 36% new
Of the 354 current holders: 108 (31%) held >2 years, 118 held 1–2 years, and 128 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.
💰

Value +30% but shares only +11% — price-driven

Value
+30%
Shares
+11%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

78 → 87 → 101 → 72 → 80 new funds/Q
New funds entering each quarter: 87 → 101 → 72 → 80. EOSE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 43% veterans vs 44% newcomers

■ 43% veterans ■ 14% 1-2yr ■ 44% new
Entry-cohort mix of 395 holders: 168 (43%) are 2+ year veterans, 54 entered 1–2 years ago, and 173 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
51 of 343 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in EOSE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 2026 Q2, 230 hedge funds were net buyers of EOSE (80 opened a new position, 150 added to an existing one), while 159 reduced or exited (111 trimmed, 48 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 45% of total institutional value in EOSE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 354.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: EOSE
343 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 343 322 6.52%
13F Shares 293M 263M 11.27%
Total Value $1.71B $1.32B 30.25%
New Positions 80 72 +8
Increased Positions 138 132 +6
Closed Positions 48 77 -29
Reduced Positions 97 86 +11
Total Calls 31 30 3.33%
Total Puts 21 22 -4.55%
PUT/CALL Ratio 0.68 0.73 Bullish

Statistics: EOSE

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Financial Highlights

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Institutional Holders (2026 Q2)

343 + investors

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

QUARTER:
Top 25 EOSE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crystal Cove Asset Management, LLC 27.49% 4,285,181 $25.2M
2 Electron Capital Partners, LLC 1.57% 6,681,859 $39.3M
3 Ursa Fund Management, LLC 0.69% 1,508,500 $8.9M
4 Quarry LP 0.57% 1,166,288 $6.9M
5 Ursa Fund Management, LLC 0.57% 1,235,459 $7.3M
6 Alpine Global Management, LLC 0.48% 500,000 $2.9M
7 Driehaus Capital Management LLC 0.46% 13,556,010 $79.7M
8 DLD Asset Management, LP 0.43% 1,100,000 $6.5M
9 Graham Capital Management, L.P. 0.38% 3,566,446 $21.0M
10 Ardsley Advisory Partners LP 0.34% 550,000 $3.2M
11 Lauer Wealth, LLC 0.33% 129,920 $557K
12 Fiscal Wisdom Wealth Management, LLC 0.30% 60,735 $357K
13 Cable Car Capital, LP 0.25% 2,000,000 $11.8M
14 Shay Capital LLC 0.22% 590,000 $3.5M
15 Hudson Bay Capital Management LP 0.22% 13,683,634 $80.5M
16 Arosa Capital Management LP 0.21% 200,000 $1.2M
17 Flagship Private Wealth, LLC 0.19% 93,567 $550K
18 Worth Venture Partners, LLC 0.19% 14,060 $83K
19 Masters Capital Management LLC 0.18% 1,200,000 $7.1M
20 Bouvel Investment Partners, LLC 0.15% 115,858 $681K
21 Schorn Wealth LLC 0.15% 100,077 $588K
22 Occudo Quantitative Strategies LP 0.14% 438,202 $2.6M
23 Caption Management, LLC 0.13% 4,734,700 $27.8M
24 Skaana Management L.P. 0.13% 102,200 $601K
25 L.K. Benson & Company, P.C. 0.13% 71,995 $423K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 230 funds bought or added vs 159 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?

Elite ownership — 45% AUM from top-100 funds: 51 of 343 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in EOSE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EOSE?

Mixed — 31% long-term, 36% new: Of the 354 current holders: 108 (31%) held >2 years, 118 held 1–2 years, and 128 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.

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