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.
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: 65 → 78 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$8.87M |
| 2 |
BlackRock
New York
|
+$2.69M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$1.41M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.39M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.77M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$6.75M |
| 3 |
Jane Street
New York
|
-$3.39M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$3.08M |
| 5 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$2.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWD
76
True Wealth Design
Akron,
Ohio
| $85 | +$74 | +5 | New |
|
|
QT
77
Quantbot Technologies
New York
| $17 | -$48.9K | -3,324 | -100% |
|
|
WETS
78
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $17 | +$15 | +1 | New |
|
|
DCM
79
Driehaus Capital Management
Chicago,
Illinois
| – | -$7.77M | -529,752 | Closed |
|
|
PCM
80
Portolan Capital Management
Boston,
Massachusetts
| – | -$3.08M | -209,885 | Closed |
|
|
OAM
81
Ophir Asset Management
Sydney,
Australia
| – | -$2.82M | -192,277 | Closed |
|
|
SGM
82
Seven Grand Managers
Bronxville,
New York
| – | -$1.47M | -100,000 | Closed |
|
|
YIH
83
Y-Intercept (HK)
Hong Kong
| – | -$678K | -46,196 | Closed |
|
|
QC
84
Quadrature Capital
London,
United Kingdom
| – | -$336K | -22,895 | Closed |
|
85
Acadian Asset Management
Boston,
Massachusetts
| – | -$311K | -21,349 | Closed |
|
86
Truist Financial
Charlotte,
North Carolina
| – | -$257K | -17,500 | Closed |
|
|
WIA
87
Wealthedge Investment Advisors
New York
| – | -$219K | -14,918 | Closed |
|
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.