Who Owns Zega Buy & Hedge ETF (ZHDG)?Hedge Fund & Institutional Holders
Institutional Holders
15
as of Q4 2025
Total Institutional Value
$2.131200032030001e+60T
% of Float Held
—
QoQ Change in Holders
+10 / -0
Price History
ZHDG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ZEGA Investments, LLC | New Position | +942K | +$21.3B |
| Wealth Watch Advisors, INC | New Position | +142K | +$3.2B |
| Optivise Advisory Services LLC | New Position | +42K | +$949.0M |
| WorthPointe, LLC | New Position | +32K | +$721.0M |
| Authentikos Wealth Advisory, LLC | New Position | +28K | +$626.0M |
| Nicholas Wealth, LLC. | New Position | +25K | +$562.0M |
| OLD MISSION CAPITAL LLC | New Position | +21K | +$483.0M |
| Allen Capital Group, LLC | New Position | +268K | +$6.0M |
| Royal Fund Management, LLC | New Position | +42K | +$949K |
| Coppell Advisory Solutions LLC | Increased | +23K | +$517K |
| MORGAN STANLEY | New Position | +1 | +$0 |
| GTS SECURITIES LLC | Increased | +5K | +$-277.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +4K | +$-411.8M |
ZHDG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -2K | -$385.5M |
| UBS Group AG | Decreased | -2K | -$49.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | 941,836 | $21.3B | 2.51% | Share |
| 2 | Wealth Watch Advisors, INC | 141,558 | $3.2B | 1.19% | Share |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 66,265 | $1.0B | 0.00% | Share |
| 4 | Optivise Advisory Services LLC | 41,977 | $949.0M | 0.55% | Share |
| 5 | WorthPointe, LLC | 31,905 | $721.0M | 0.19% | Share |
| 6 | Authentikos Wealth Advisory, LLC | 27,682 | $626.0M | 0.41% | Share |
| 7 | Nicholas Wealth, LLC. | 24,848 | $562.0M | 0.38% | Share |
| 8 | OLD MISSION CAPITAL LLC | 21,362 | $483.0M | 0.01% | Share |
| 9 | Allen Capital Group, LLC | 268,250 | $6.0M | 0.55% | Share |
| 10 | Coppell Advisory Solutions LLC | 104,876 | $2.4M | 0.00% | Share |
| 11 | UBS Group AG | 130 | $2.0M | 0.00% | Share |
| 12 | Royal Fund Management, LLC | 41,967 | $949K | 0.09% | Share |
| 13 | JANE STREET GROUP, LLC | 14,968 | $0 | 0.00% | Share |
| 14 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 15 | GTS SECURITIES LLC | 16,788 | $0 | 0.00% | Share |
ZHDG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $28.9B | +10 |
| Q3 2025 | 5 | $2.1B | -8 |
| Q2 2025 | 13 | $21.0B | +0 |
| Q1 2025 | 13 | $19.3B | +3 |
| Q4 2024 | 10 | $19.8B | +1 |
| Q3 2024 | 9 | $1.3T | +1 |
| Q2 2024 | 8 | $2.2B | +0 |
| Q1 2024 | 8 | $4.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 15 institutional investors hold ZHDG (Zega Buy & Hedge ETF). The largest holder is ZEGA Investments, LLC with $21.3B in shares. This quarter, 10 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own ZHDG?
As of Q4 2025, 15 institutional investors report holding ZHDG (Zega Buy & Hedge ETF) in their 13F filings.
Who is the largest institutional holder of ZHDG?
The largest institutional holder of ZHDG is ZEGA Investments, LLC with $21.3B in shares.
Is institutional ownership of ZHDG increasing or decreasing?
This quarter, 10 institutions opened new positions in ZHDG and 0 closed their positions.