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Zega Investments, LLC

CIK:0002045703
Investment Adviser
$549M AUM
141 holdings
Plano, TX, United States
Founded:2011
10 employees
Latest filing:Jun 30, 2025

ZEGA Investments, LLC is an SEC-registered investment adviser headquartered in Plano, TX. Founded in 2011, the firm offers progressive, options-based investment strategies with over 75 years of combined management experience among its principals. ZEGA serves institutions and individual investors seeking risk-managed equity exposure. The firm has approximately 10 employees and is recognized in prominent financial media outlets.

Investment Strategy

ZEGA Investments specializes in options-based investing, using sophisticated derivatives strategies to manage risk and generate returns. The firm focuses on risk/reward optimization, utilizing options calculus to protect portfolios from market volatility while aiming for consistent returns. Their approach is described as progressive and forward-thinking in strategy, but disciplined and conservative in risk management, with a strong ethical commitment to acting in clients' best interests.

Latest 13F Filing Activity

Zega Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 119 equity positions and 15 options positions with a total 13F market value of $733M. The fund increased holdings in Ssga Active TR, SPDR S&P 500 Etf TR, Nvidia Corporation among other positions. Zega Investments, LLC reduced exposure to Ssga Active Etf TR, SPDR Series Trust, Select Sector SPDR TR among others.

Top Buys
H
HYBLSSGA ACTIVE TR
+$24.2M
S
SPYSPDR S&P 500 ETF TR
+$10.8M
N
NVDANVIDIA CORPORATION
+$7.5M
M
MSFTMICROSOFT CORP
+$4.9M
K
KNGFIRST TR EXCHANGE-TRADED FD
+$3.8M
Top Sells
S
SRLNSSGA ACTIVE ETF TR
-$10.3M
S
SJNKSPDR SERIES TRUST
-$5.9M
X
XLVSELECT SECTOR SPDR TR
-$2.2M
A
AAPLAPPLE INC
-$2.1M
T
THTATIDAL ETF TR
-$2.1M

Top Holdings

A
AAPLAPPLE INC
+7.4%$54.2M
S
SPYSPDR S&P 500 ETF TR
+5.7%$41.8M
H
HYBLSSGA ACTIVE TR
+4.6%$33.9M
A
AMZNAMAZON COM INC
+2.5%$18.6M
M
MSFTMICROSOFT CORP
+2.1%$15.4M

Equity Positions (119)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
APPLE INC7.40%$54.2M264,275$245.96$205.17-$2.1M
SPDR S&P 500 ETF TR5.71%$41.8M67,716$590.85$617.85+$10.8M
SSGA ACTIVE TR4.63%$33.9M1,187,291$28.52$28.59+$24.2M
AMAZON COM INC2.54%$18.6M84,789$214.53$219.39+$2.4M
MICROSOFT CORP2.10%$15.4M30,970$428.54$497.41+$4.9M

Options Positions (10)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
SPDR S&P 500 ETF TRBought
Put
$128.8M2,085$617.85$587.50+93+$17.4M
SPDR S&P 500 ETF TRSold
Call
$111.6M1,807$617.85$586.08-217-$1.6M
APPLE INCBought
Call
$30.8M1,499$205.17$230.31+129+$323.2K
AMAZON COM INCBought
Call
$17.7M807$219.39$209.21+237+$6.9M
APPLE INCSold
Put
$8.4M410$205.17$246.63-172-$4.5M

Industry Allocation

ELECTRONIC COMPUTERS
+15.3%
SERVICES-PREPACKAGED SOFTWARE
+5.1%
SEMICONDUCTORS & RELATED DEVICES
+4.8%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.3%
PHARMACEUTICAL PREPARATIONS
+2.3%