Zeo Energy Corp (ZEO) Hedge Fund Ownership (Q2 2026)

Zeo Energy Corp (ZEO)

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

Smart Money Signals — ZEO

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ZEO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 2.5Y peak

94% of all-time peak

29 funds currently hold this stock — 94% of the 2.5-year high of 31 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +190% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+190% 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 — 50% buying

10 buying10 selling

Last quarter: 10 funds bought or added vs 10 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.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 23 → 5 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 34% entered in last year

■ 7% conviction (2yr+) ■ 59% medium ■ 34% new

Only 2 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

3 → 23 → 5 → 5 → 5 new funds/Q

New funds entering each quarter: 23 → 5 → 5 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 72% of holders entered in last year

■ 10% veterans ■ 17% 1-2yr ■ 72% new

Of 29 current holders: 21 (72%) entered in the past year, only 3 (10%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds

10 of 29 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	29	31	-6.45%
13F Shares	1M	2M	-24.94%
Total Value	$986K	$1M	-13.71%
New Positions	5	5	-
Increased Positions	5	6	-1
Closed Positions	7	4	+3
Reduced Positions	3	4	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-6.45%

13F Shares

-24.94%

Total Value

$986K

$1M

-13.71%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ZEO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Citizens Financial Group Inc/Ri	0.00%	541,175	$357K
2	SHANDA ASSET MANAGEMENT HOLDINGS Ltd	0.00%	37,249	$25K
3	Caz Investments LP	0.00%	1,369	—
4	Credit Industriel Et Commercial	0.00%	10,845	$7K
5	Abound Financial, LLC	0.00%	1,520	$1K
6	Groupe la Francaise	0.00%	43,761	$29K
7	XTX Topco Ltd	0.00%	38,891	$26K
8	Noble Wealth Management PBC	0.00%	876	—
9	Tower Research Capital LLC (TRC)	0.00%	10,043	$7K
10	PNC Financial Services Group, INC.	0.00%	75,000	$50K
11	Hrt Financial LP	0.00%	17,270	$11K
12	UBS Group AG	0.00%	115,994	$77K
13	Creative Planning	0.00%	17,107	$11K
14	Vanguard Capital Management LLC	0.00%	421,569	$278K
15	SBI Securities Co., Ltd.	0.00%	134	—
16	Jane Street Group, LLC	0.00%	30,080	$20K
17	Vanguard Fiduciary Trust Co	0.00%	10,497	$7K
18	Group One Trading LLC	0.00%	1,348	—
19	CoreCap Advisors, LLC	0.00%	37	—
20	NewEdge Advisors, LLC	0.00%	250	—
21	Morgan Stanley	0.00%	2,779	$2K
22	Jpmorgan Chase & Co	0.00%	1,612	$1K
23	Farther Finance Advisors, LLC	0.00%	4	—
24	Barclays plc	0.00%	73	—
25	Osaic Holdings, INC.	0.00%	8	—

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 — Zeo Energy Corp (ZEO)

What does the Smart Money Trend signal show for ZEO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ZEO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ZEO?

Slight buying edge — 50% buying: Last quarter: 10 funds bought or added vs 10 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 ZEO holders?

Strong quality — 25% AUM from major funds: 10 of 29 holders rank in the top 100 by AUM, accounting for 25% 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 ZEO?

Mostly new holders — 34% entered in last year: Only 2 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Zeo Energy Corp (ZEO)

Smart Money Signals — ZEO

Selling streak — 1 quarter in a row

High ownership — 94% of 2.5Y peak

Fast accumulation — +190% more funds vs a year ago

Slight buying edge — 50% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 34% entered in last year

Saturation — most institutions already know this story

Early stage — 72% of holders entered in last year

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — ZEO

Hedge Fund Ownership: ZEO

Market Analysis: ZEO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ZEO

Hedge Fund Positioning: ZEO

Statistics: ZEO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Zeo Energy Corp (ZEO)

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