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ZoomInfo Technologies

332 hedge funds and large institutions have $3.16B invested in ZoomInfo Technologies in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

5.85% more ownership

Funds ownership: 81.86%87.71% (+5.8%)

3% more funds holding

Funds holding: 322332 (+10)

2% more capital invested

Capital invested by funds: $3.09B → $3.16B (+$76.6M)

11% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 118

33% less call options, than puts

Call options by funds: $60.3M | Put options by funds: $90M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
67
Increased
105
Reduced
118
Closed
54
Calls
$60.3M
Puts
$90M
Net Calls
-$29.8M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Cresset Asset Management
Illinois
$164K -$301K -28,199 -64%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$163K +$8.08K +756 +5%
ARMT
228
Amica Retiree Medical Trust
Rhode Island
$163K
ECM
229
Everence Capital Management
Indiana
$163K +$166K +15,530 New
N
230
Natixis
France
$158K -$1.53M -142,969 -90%
JFG
231
Jefferies Financial Group
New York
$150K +$153K +14,286 New
GF
232
Gries Financial
Ohio
$147K +$149K +13,958 New
VI
233
Versor Investments
New York
$141K -$391K -36,600 -73%
JSW
234
Journey Strategic Wealth
New Jersey
$140K +$143K +13,350 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$139K +$26.3K +2,456 +23%
ProShare Advisors
236
ProShare Advisors
Maryland
$133K -$133K -12,469 -50%
Wolverine Trading
237
Wolverine Trading
Illinois
$129K -$223K -20,890 -63%
MF
238
Magnetar Financial
Illinois
$125K +$127K +11,925 New
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$124K +$7.33K +686 +6%
SAM
240
Shell Asset Management
Netherlands
$121K
CAG
241
Crestwood Advisors Group
Massachusetts
$120K +$2.45K +229 +2%
SCM
242
Shelton Capital Management
Colorado
$118K
WPC
243
Wedmont Private Capital
Pennsylvania
$114K +$6.17K +577 +5%
CM
244
Caption Management
Oklahoma
$111K +$27K +2,523 +32%
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$109K +$111K +10,395 New
CFM
246
Catalyst Funds Management
Australia
$107K +$109K +10,200 New
UOC
247
UBS O'Connor
Illinois
$105K
BAM
248
Belpointe Asset Management
Nevada
$101K -$22.7K -2,122 -17%
AAP
249
Arax Advisory Partners
Colorado
$88.7K +$58.5K +5,468 +184%
Royal Bank of Canada
250
Royal Bank of Canada
Ontario, Canada
$78K -$16.7K -1,560 -17%

GTM Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2024, worth a combined $3.16B — up 2.5% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new GTM positions and 54 closed out — a net gain of 13 holders — while 105 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $188M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 332 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.16B of ZoomInfo Technologies stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 67 funds opened new ZoomInfo Technologies positions in Q4 2024 and 54 closed out, a net change of +13 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2024 was Morgan Stanley, an estimated $188M added.
  • The largest ZoomInfo Technologies seller in Q4 2024 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.