Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eos Energy Enterprises Inc (EOSE)

320 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — EOSE

Based on 322 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EOSE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
322 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 — +78% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+78% 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 — 56% buying

218 buying171 selling
Last quarter: 218 funds bought or added vs 171 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.
⚠️

Fewer new buyers each quarter (-29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 77 → 87 → 101 → 72. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 28% long-term, 38% new

■ 28% conviction (2yr+) ■ 34% medium ■ 38% new
Of the 322 current holders: 91 (28%) held >2 years, 109 held 1–2 years, and 122 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.
💎

Buying through price weakness — shares +6%, value -54%

Value
-53%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -54%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~72 new funds/quarter

47 → 77 → 87 → 101 → 72 new funds/Q
New funds entering each quarter: 77 → 87 → 101 → 72. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 45% newcomers

■ 43% veterans ■ 12% 1-2yr ■ 45% new
Entry-cohort mix of 362 holders: 154 (43%) are 2+ year veterans, 45 entered 1–2 years ago, and 163 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
46 of 310 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 Q1, 218 hedge funds were net buyers of EOSE (72 opened a new position, 146 added to an existing one), while 171 reduced or exited (95 trimmed, 76 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 29% of total institutional value in EOSE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 322.

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.

Is It Too Late to Buy Eos Energy Enterprises Inc (EOSE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EOSE has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
EOSE
+54.2%
XLI
+11.9%

EOSE outperformed XLI by +42.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
EOSE
-2.7%
XLI
+5.5%

Since the filing became public, EOSE outperformed XLI by -8.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EOSE
320 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 320 326 -1.84%
13F Shares 263M 249M 5.8%
Total Value $1.32B $2.86B -53.95%
New Positions 70 101 -31
Increased Positions 132 120 +12
Closed Positions 76 51 +25
Reduced Positions 86 88 -2
Total Calls 30 28 7.14%
Total Puts 22 22 -
PUT/CALL Ratio 0.73 0.79 Neutral

Statistics: EOSE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

320 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crystal Cove Asset Management, LLC 25.62% 4,298,487 $21.3M
2 Crystal Cove Asset Management, LLC 9.04% 1,516,500 $7.5M
3 Electron Capital Partners, LLC 1.04% 5,379,661 $26.7M
4 Lauer Wealth, LLC 0.75% 204,220 $937K
5 Arosa Capital Management LP 0.55% 726,033 $3.6M
6 Driehaus Capital Management LLC 0.54% 14,869,170 $73.8M
7 DLD Asset Management, LP 0.54% 1,200,000 $5.9M
8 Shariaportfolio, INC. 0.45% 204,784 $1.0M
9 Graham Capital Management, L.P. 0.32% 2,655,100 $13.2M
10 Fiscal Wisdom Wealth Management, LLC 0.31% 64,334 $319K
11 Skaana Management L.P. 0.28% 169,400 $840K
12 Shay Capital LLC 0.24% 574,535 $2.8M
13 Flagship Private Wealth, LLC 0.19% 95,067 $472K
14 Ardsley Advisory Partners LP 0.19% 300,000 $1.5M
15 Fiduciary Planning LLC 0.16% 109,696 $544K
16 Bouvel Investment Partners, LLC 0.16% 113,521 $563K
17 Macroview Investment Management LLC 0.16% 46,056 $228K
18 Caption Management, LLC 0.12% 4,190,400 $20.8M
19 L.K. Benson & Company, P.C. 0.12% 71,990 $357K
20 Baker Avenue Asset Management, LP 0.11% 1,003,090 $5.0M
21 Scientech Research LLC 0.10% 24,639 $122K
22 VARCOV Co. 0.10% 53,480 $265K
23 Barings LLC 0.10% 1,204,430 $6.0M
24 Richards, Merrill & Peterson, INC. 0.09% 49,845 $247K
25 Sagefield Capital LP 0.09% 243,921 $1.2M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EOSE 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 EOSE?

Slight buying edge — 56% buying: Last quarter: 218 funds bought or added vs 171 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 — 29% AUM from major funds: 46 of 310 holders rank in the top 100 by AUM, accounting for 29% 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 — 28% long-term, 38% new: Of the 322 current holders: 91 (28%) held >2 years, 109 held 1–2 years, and 122 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.

Is it too late to buy Eos Energy Enterprises Inc (EOSE) following the 2026 Q1 hedge fund 13F filings?

As of today, EOSE has moved -2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -8.2%. Since the quarter end (March 31, 2026), EOSE has gained +54.2% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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