Exzeo Group Inc (XZO) Hedge Fund Ownership (Q2 2026)

Exzeo Group Inc (XZO)

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

Smart Money Signals — XZO

Based on 84 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added XZO 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.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

84 hedge funds hold XZO 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 — +8300% more funds vs a year ago

fund count last 6Q

+83 new funds entered over the past year (+8300% 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.

🟢

More buyers than sellers — 63% buying

59 buying34 selling

Last quarter: 59 funds were net buyers (33 opened a brand new position + 26 added to an existing one). Only 34 were sellers (21 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 40 → 37 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 98% entered in last year

■ 1% conviction (2yr+) ■ 1% medium ■ 98% new

Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

0 → 0 → 40 → 37 → 33 new funds/Q

New funds entering each quarter: 0 → 40 → 37 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new

Of 84 current holders: 82 (98%) entered in the past year, only 2 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

30 of 84 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XZO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	84	64	31.25%
13F Shares	6M	7M	-11.34%
Total Value	$108M	$106M	2.25%
New Positions	33	37	-4
Increased Positions	26	15	+11
Closed Positions	13	14	-1
Reduced Positions	21	12	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

31.25%

13F Shares

-11.34%

Total Value

$108M

$106M

2.25%

New Positions

-4

Increased Positions

+11

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

84 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XZO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Whetstone Capital Advisors, LLC	2.40%	541,544	$9.1M
2	Alden Global Capital LLC	0.61%	98,005	$1.7M
3	Essex Investment Management Co LLC	0.59%	268,704	$4.5M
4	FJ Capital Management LLC	0.49%	223,788	$3.8M
5	Sidoxia Capital Management, LLC	0.47%	38,319	$646K
6	Ionic Capital Management LLC	0.28%	116,077	$2.0M
7	Atom Investors LP	0.15%	98,058	$1.7M
8	Legato Capital Management LLC	0.09%	61,866	$1.0M
9	State of Wyoming	0.05%	31,988	$540K
10	Parsons Capital Management Inc/Ri	0.02%	25,000	$422K
11	Cornerstone Investment Partners, LLC	0.01%	17,961	$303K
12	Jacobs Levy Equity Management, Inc	0.01%	139,911	$2.4M
13	Trexquant Investment LP	0.01%	63,379	$1.1M
14	Jennison Associates LLC	0.01%	568,680	$9.6M
15	Jupiter Topco LLC	0.01%	728,237	$12.3M
16	American Century Companies Inc	0.00%	602,830	$10.2M
17	Engineers Gate Manager LP	0.00%	16,103	$272K
18	Strs Ohio	0.00%	46,500	$784K
19	XTX Topco Ltd	0.00%	12,159	$205K
20	Renaissance Technologies LLC	0.00%	71,878	$1.2M
21	Hrt Financial LP	0.00%	53,275	$898K
22	Federated Hermes, INC.	0.00%	65,000	$1.1M
23	Two Sigma Investments, LP	0.00%	121,216	$2.0M
24	Centiva Capital, LP	0.00%	10,017	$169K
25	Tudor Investment Corp Et Al	0.00%	49,149	$829K

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 — Exzeo Group Inc (XZO)

What does the Smart Money Trend signal show for XZO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XZO 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 XZO?

More buyers than sellers — 63% buying: Last quarter: 59 funds were net buyers (33 opened a brand new position + 26 added to an existing one). Only 34 were sellers (21 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XZO holders?

Elite ownership — 49% AUM from top-100 funds: 30 of 84 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XZO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XZO?

Mostly new holders — 98% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Exzeo Group Inc (XZO)

Smart Money Signals — XZO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +8300% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~33 new funds per quarter

Mostly new holders — 98% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 98% of holders entered in last year

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — XZO

Hedge Fund Ownership: XZO

Market Analysis: XZO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XZO

Hedge Fund Positioning: XZO

Statistics: XZO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Exzeo Group Inc (XZO)

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