Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EOS ENERGY ENTERPRISES INC (EOSEW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
75%

Smart Money Signals — EOSEW

Based on 10 hedge funds · latest filing: 2025 Q3 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EOSEW 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
10 funds currently hold this stock — 91% of the 3.0-year high of 11 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EOSEW is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 75% buying

6 buying2 selling
Last quarter: 6 funds were net buyers (5 opened a brand new position + 1 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
💰

Value +4096% but shares only +12% — price-driven

Value
+4096%
Shares
+12%
Last quarter: the total dollar value of institutional holdings rose +4096%, but actual share count only changed +12%. 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.
➡️

Steady discovery — ~5 new funds/quarter

1 → 3 → 2 → 2 → 5 new funds/Q
New funds entering each quarter: 3 → 2 → 2 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: EOSEW

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

Market Analysis: EOSEW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOSEW

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: EOSEW
2026 Q1 Stats Unlock in 18 days 0 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 10 -100.0%
13F Shares 0 2M -100.0%
Total Value $0 $34M -100.0%
New Positions 0 5 -5
Increased Positions 0 1 -1
Closed Positions 10 2 +8
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOSEW

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

0 + investors

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

Top 10 institutional holders of EOSEW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Charter Oak Advisors LP 0.19% 300,000 $537K
2 Weiss Asset Management LP 0.02% 750,000 $1.3M
3 ZAZOVE ASSOCIATES LLC 0.00% 17,300 $30.4M
4 Hudson Bay Capital Management LP 0.00% 158,516 $281K
5 LMR Partners LLP 0.00% 108,138 $191K
6 D. E. Shaw & Co., Inc. 0.00% 499,827 $895K
7 Spire Wealth Management 0.00% 8,000 $14K
8 WOLVERINE ASSET MANAGEMENT LLC 0.00% 31,523 $56K
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 53,796 $96K
10 UBS Group AG 0.00% 144 —
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 (EOSEW)

What does the Smart Money Trend signal show for EOSEW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EOSEW 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 EOSEW?

More buyers than sellers — 75% buying: Last quarter: 6 funds were net buyers (5 opened a brand new position + 1 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

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.