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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
US Bancorp
251
US Bancorp
Minnesota
$66.9K -$68.2K -6,376 -50%
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$64.3K +$50.6K +4,735 +343%
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$57K
GI
254
GAMMA Investing
California
$54.1K +$12.4K +1,160 +29%
A
255
AlphaQuest
New York
$44.8K -$204K -19,058 -82%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$40.3K +$13.3K +1,241 +48%
LSA
257
Leonteq Securities AG
Switzerland
$38.9K -$286K -26,757 -88%
AAM
258
Advisors Asset Management
Colorado
$37.5K -$9.49K -888 -20%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$36K +$14.9K +1,396 +69%
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$31.9K -$5.23K -489 -14%
RCM
261
Raleigh Capital Management
North Carolina
$31.5K
Osaic Holdings
262
Osaic Holdings
Arizona
$26K +$631 +59 +2%
CJ
263
Caitlin John
Michigan
$24.3K +$342 +32 +1%
ASN
264
Advisory Services Network
Georgia
$24.1K +$983 +92 +4%
IA
265
IFP Advisors
Florida
$22.6K -$11.9K -1,112 -35%
VCM
266
Versant Capital Management
Arizona
$22.2K +$22.6K +2,116 New
AF
267
Allworth Financial
California
$21K +$1.46K +137 +7%
VWM
268
Venturi Wealth Management
Texas
$20.9K -$609 -57 -3%
LC
269
Lindbrook Capital
California
$19.8K -$877 -82 -4%
BIG
270
Brooklyn Investment Group
New York
$19.3K -$2.17K -203 -10%
Mirae Asset Global ETFs Holdings
271
Mirae Asset Global ETFs Holdings
Hong Kong
$19.3K +$4.48K +419 +30%
UB
272
UMB Bank
Missouri
$15.8K +$4.96K +464 +44%
MCP
273
Militia Capital Partners
Nevada
$14.7K +$15K +1,400 New
S
274
SignatureFD
Georgia
$14.6K -$3.88K -363 -21%
SPIA
275
Steward Partners Investment Advisory
New York
$11.8K -$15.3K -1,435 -56%

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.