Who owns FOXO Technologies (FOXO)
Which tracked institutional funds hold FOXO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FOXO company fundamentals →
Ownership as of the 2025-Q2 13F filings (latest filed 2025-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
FOXO’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FOXO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FOXO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 735 tracked filers holding FOXO, 0 increased or opened the position and 1 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS Group AG trimmed | 88,886 | $16K | 32.4% | 2025-Q2 |
| JANE STREET GROUP, LLC trimmed | 35,232 | $6K | 12.9% | 2025-Q2 |
| TWO SIGMA SECURITIES, LLC added | 32,354 | $6K | 11.8% | 2025-Q2 |
| SBI Securities Co., Ltd. trimmed | 19,232 | $4K | 7.0% | 2025-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 12,774 | $2K | 4.7% | 2025-Q2 |
| HRT FINANCIAL LP trimmed | 13,596 | $2K | 4.0% | 2025-Q2 |
| CANTOR FITZGERALD, L. P. | 19,048 | $2K | 3.2% | 2025-Q2 |
| Tradewinds Capital Management, LLC new | 100 | $19 | 0.0% | 2025-Q2 |
| Strategic Wealth Partners, Ltd. new | 39 | $7 | 0.0% | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 33 | $6 | 0.0% | 2025-Q2 |
| CITIGROUP INC new | 5 | $1 | 0.0% | 2025-Q2 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 |
| Garton & Associates Financial Advisors LLC new | 181 | — | 0.0% | 2025-Q4 |
| EWA, LLC new | 25,264 | $3K | 6.2% | 2025-Q1 stale |
| Capital Investment Advisory Services, LLC | 25,001 | $3K | 6.2% | 2025-Q1 stale |
| VANGUARD GROUP INC | 24,238 | $3K | 6.0% | 2025-Q1 stale |
| STATE STREET CORP | 20,030 | $2K | 4.9% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) added | 2,091 | $257 | 0.5% | 2025-Q1 stale |
| MORGAN STANLEY | 200 | $25 | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.