§ 13F · FUND PROFILE
ZEGA Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $732.6T (13F)Positions · 141Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 147K | $100.0T | 11.8% | +144% |
| 2 | AAPL | APPLE INC | 347K | $94.4T | 11.1% | +144% |
| 3 | SPY | SPDR S&P 500 ETF TR | 121K | $82.3T | 9.7% | +101% |
| 4 | SPY | SPDR S&P 500 ETF TR | 73K | $49.6T | 5.8% | +21% |
| 5 | HYBL | SSGA ACTIVE TR | 1.69M | $47.9T | 5.6% | +32% |
| 6 | AAPL | APPLE INC | 167K | $45.4T | 5.4% | +17% |
| 7 | NVDA | NVIDIA CORPORATION | 140K | $26.0T | 3.1% | +5% |
| 8 | ZHDG | TIDAL TRUST I | 942K | $21.3T | 2.5% | +21% |
| 9 | AMZN | AMAZON COM INC | 86K | $19.9T | 2.3% | +10% |
| 10 | MSFT | MICROSOFT CORP | 37K | $18.0T | 2.1% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZEGA SIGNAL
AC read
ZEGA Investments, LLC is a Other fund managing $732550.6 trillion in assets. The fund runs a portfolio of 141 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed