Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zeo Energy Corp (ZEOWW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — ZEOWW

Based on 27 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 ZEOWW 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 — 73% of 3.0Y peak

73% of all-time peak
27 funds currently hold this stock — 73% of the 3.0-year high of 37 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold ZEOWW compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

3 buying4 selling
Last quarter: 4 funds reduced or exited vs 3 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 0 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

81% of holders stayed for 2+ years

■ 81% conviction (2yr+) ■ 19% medium ■ 0% new
22 out of 27 hedge funds have held ZEOWW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -15%, value -100%

Value
-99%
Shares
-14%
Last quarter: funds added -15% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~2 new funds/quarter

1 → 1 → 0 → 1 → 2 new funds/Q
New funds entering each quarter: 1 → 0 → 1 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 7% newcomers

■ 74% veterans ■ 19% 1-2yr ■ 7% new
Entry-cohort mix of 27 holders: 20 (74%) are 2+ year veterans, 5 entered 1–2 years ago, and 2 (7%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
3 of 25 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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.

Institutional Sentiment Summary — ZEOWW

In 2026 Q2, 3 hedge funds were net buyers of ZEOWW (2 opened a new position, 1 added to an existing one), while 4 reduced or exited (3 trimmed, 1 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: ZEOWW

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

Market Analysis: ZEOWW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZEOWW

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ZEOWW
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 26 -3.85%
13F Shares 9M 11M -14.76%
Total Value $361K $88M -99.59%
New Positions 2 1 +1
Increased Positions 1 1 -
Closed Positions 1 2 -1
Reduced Positions 3 2 +1
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZEOWW

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Financial Highlights

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 25 ZEOWW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dupont Capital Management Corp 0.04% 25,000 —
2 Silver Rock Financial LP 0.00% 48,872 $2K
3 K2 Principal Fund, L.P. 0.00% 1,277,536 $51K
4 Highbridge Capital Management LLC 0.00% 2,101,489 $76K
5 Blue Owl Capital Holdings LP 0.00% 250,000 $10K
6 Saba Capital Management, L.P. 0.00% 726,030 $28K
7 MMCAP International Inc. SPC 0.00% 195,575 $8K
8 Polar Asset Management Partners Inc. 0.00% 915,973 $35K
9 TENOR CAPITAL MANAGEMENT Co., L.P. 0.00% 250,000 $10K
10 Sculptor Capital LP 0.00% 372,739 $14K
11 Aristeia Capital, L.L.C. 0.00% 196,129 $8K
12 Moore Capital Management, LP 0.00% 125,000 $5K
13 Picton Mahoney Asset Management 0.00% 175,000 $6K
14 Wolverine Asset Management LLC 0.00% 127,768 $5K
15 Adage Capital Partners GP, L.L.C. 0.00% 760,000 $29K
16 Two Sigma Securities, LLC 0.00% 11,519 —
17 Clear Street Group Inc. 0.00% 301,263 $12K
18 Whitebox Advisors LLC 0.00% 46,500 $2K
19 Toronto Dominion Bank 0.00% 500,000 $20K
20 LMR Partners LLP 0.00% 150,000 $6K
21 Calamos Advisors LLC 0.00% 87,500 $3K
22 Ancora Advisors LLC 0.00% 5,050 —
23 Millennium Management LLC 0.00% 219,000 $8K
24 D. E. Shaw & Co., Inc. 0.00% 125,000 $4K
25 Citigroup Inc 0.00% 88,458 $3K
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 (ZEOWW)

What does the Smart Money Trend signal show for ZEOWW?

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

More sellers than buyers — 43% buying: Last quarter: 4 funds reduced or exited vs 3 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ZEOWW holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 25 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZEOWW?

81% of holders stayed for 2+ years: 22 out of 27 hedge funds have held ZEOWW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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