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ZoomInfo Technologies

360 hedge funds and large institutions have $2.91B invested in ZoomInfo Technologies in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

8% more funds holding

Funds holding: 332360 (+28)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.79% less ownership

Funds ownership: 87.71%84.92% (-2.8%)

8% less capital invested

Capital invested by funds: $3.16B → $2.91B (-$258M)

39% less call options, than puts

Call options by funds: $51M | Put options by funds: $83.9M

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
76
Increased
127
Reduced
119
Closed
47
Calls
$51M
Puts
$83.9M
Net Calls
-$33M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
226
Stifel Financial
Missouri
$196K -$36.1K -3,440 -15%
LPL Financial
227
LPL Financial
California
$193K +$202K +19,267 New
CGH
228
Crossmark Global Holdings
Texas
$187K -$1.06K -101 -0.5%
USAA
229
United Services Automobile Association
Texas
$187K +$195K +18,618 New
NAM
230
NorthCrest Asset Manangement
Minnesota
$186K +$195K +18,619 New
SCM
231
Sone Capital Management
New York
$179K -$2.14M -203,811 -92%
CIP
232
Cornerstone Investment Partners
Georgia
$178K -$16.3K -1,559 -8%
YMRC
233
Yorktown Management & Research Company
Virginia
$173K
BC
234
Bayforest Capital
United Kingdom
$172K +$181K +17,249 New
QCG
235
Quadrant Capital Group
Ohio
$168K +$168K +16,039 +1,983%
Envestnet Asset Management
236
Envestnet Asset Management
Illinois
$165K -$117K -11,120 -40%
PEAK6
237
PEAK6
Illinois
$165K +$173K +16,458 New
CAM
238
Claret Asset Management
Quebec, Canada
$163K +$126 +12 +0.1%
KRW
239
Kaufman Rossin Wealth
Florida
$159K +$166K +15,850 New
SCM
240
Sterling Capital Management
North Carolina
$158K -$30.7K -2,931 -16%
Rafferty Asset Management
241
Rafferty Asset Management
New York
$156K -$59.6K -5,683 -27%
ECM
242
Everence Capital Management
Indiana
$155K
TRCT
243
Tower Research Capital (TRC)
New York
$143K -$177K -16,853 -54%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$137K +$4.91K +468 +4%
MSRPS
245
Maryland State Retirement & Pension System
Maryland
$133K -$47.6K -4,544 -25%
KBC Group
246
KBC Group
Belgium
$132K -$2.56M -244,569 -95%
ECM
247
Evergreen Capital Management
Washington
$129K +$136K +12,943 New
ARMT
248
Amica Retiree Medical Trust
Rhode Island
$129K -$27.3K -2,603 -17%
FCG
249
Fielder Capital Group
Tennessee
$124K +$131K +12,447 New
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$121K +$3.26K +311 +3%

GTM Hedge Fund Activity: Q1 2025 in Review

360 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2025, worth a combined $2.91B — down 8.2% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GTM positions and 47 closed out — a net gain of 29 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $88.8M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 360 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2025, up from 332 in Q4 2024.
  • Funds reported $2.91B of ZoomInfo Technologies stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 76 funds opened new ZoomInfo Technologies positions in Q1 2025 and 47 closed out, a net change of +29 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2025 was Sachem Head Capital Management, an estimated $88.8M added.
  • The largest ZoomInfo Technologies seller in Q1 2025 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2025.