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XZO

Exzeo Group

78 hedge funds and large institutions have $88.8M invested in Exzeo Group in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

20% more funds holding

Funds holding: 6578 (+13)

2.18% less ownership

Funds ownership: 7.97%5.79% (-2.2%)

16% less capital invested

Capital invested by funds: $106M → $88.8M (-$17.5M)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
25
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$64.6K -$599K -40,697 -91%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$63.9K +$2.32K +158 +4%
JP Morgan Chase
53
JP Morgan Chase
New York
$58.1K +$4.13K +281 +9%
PFSRSONJ
54
Police & Firemen's Retirement System of New Jersey
New Jersey
$44.2K +$38.5K +2,619 New
Barclays
55
Barclays
United Kingdom
$22.9K -$30.5K -2,075 -60%
TRCT
56
Tower Research Capital (TRC)
New York
$19.4K +$4.5K +306 +36%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$13.4K +$11.7K +795 New
AIP
58
Ameritas Investment Partners
Nebraska
$10.6K
AAP
59
Arax Advisory Partners
Colorado
$8.67K +$7.56K +514 New
ACM
60
Aster Capital Management
United Arab Emirates
$7.64K +$6.66K +453 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$4K -$13.7K -931 -79%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$3.87K +$1.84K +125 +106%
AF
63
Allworth Financial
California
$2.18K +$1.9K +129 New
IA
64
IFP Advisors
Florida
$1.67K +$1.46K +99 New
ZBNA
65
Zions Bancorporation, National Association
Utah
$1.49K +$1.29K +88 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$1.18K +$1.03K +70 New
SIC
67
SJS Investment Consulting
Ohio
$1.08K +$941 +64 New
C
68
Covestor
United Kingdom
$1K +$515 +35 New
FFA
69
Farther Finance Advisors
California
$760 +$662 +45 New
EWA
70
EverSource Wealth Advisors
Alabama
$692 +$603 +41 New
EP
71
Essential Partners
California
$675 +$588 +40 New
RIL
72
Rothschild Investment LLC
Illinois
$523 +$456 +31 New
SCM
73
Sterling Capital Management
North Carolina
$489 -$2.19K -149 -84%
CA
74
Clearstead Advisors
Ohio
$237 +$206 +14 New
CIAM
75
Caitong International Asset Management
Hong Kong
$135 +$118 +8 New

XZO Hedge Fund Activity: Q2 2026 in Review

78 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in Exzeo Group (XZO) for Q2 2026, worth a combined $88.8M — down 16% from $106M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XZO positions and 9 closed out — a net gain of 22 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $8.87M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $7.77M sold.

  • 78 institutional investors held Exzeo Group (XZO) as of Q2 2026, up from 65 in Q1 2026.
  • Funds reported $88.8M of Exzeo Group stock for Q2 2026, down 16% quarter-over-quarter.
  • 31 funds opened new Exzeo Group positions in Q2 2026 and 9 closed out, a net change of +22 holders.
  • The largest Exzeo Group buyer in Q2 2026 was American Century Companies, an estimated $8.87M added.
  • The largest Exzeo Group seller in Q2 2026 was Driehaus Capital Management, an estimated $7.77M sold.

Based on aggregated 13F filings for Q2 2026.