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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
RA
276
Rise Advisors
New York
$11.2K
PA
277
Parallel Advisors
California
$10.8K +$4.24K +397 +63%
RWM
278
Rialto Wealth Management
New York
$10.5K +$10.7K +1,000 New
SAM
279
Smartleaf Asset Management
Massachusetts
$9.72K -$6.21K -581 -38%
Jones Financial Companies
280
Jones Financial Companies
Missouri
$9.46K +$9.62K +900 New
PIM
281
Plato Investment Management
Australia
$8.65K
QCG
282
Quadrant Capital Group
Ohio
$8.5K -$1.41K -132 -14%
AA
283
Ancora Advisors
Ohio
$8.41K -$2.14K -200 -20%
C
284
Covestor
United Kingdom
$8K +$32 +3 +0.4%
Bessemer Group
285
Bessemer Group
New Jersey
$8K +$1.99K +186 +29%
Skandinaviska Enskilda Banken (SEB)
286
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.58K
TC
287
Truvestments Capital
Florida
$5.98K -$1.08K -101 -15%
HNB
288
Huntington National Bank
Ohio
$5.9K +$342 +32 +6%
PLU
289
Performa Ltd (US)
South Carolina
$5.28K -$37.4K -3,498 -87%
WTA
290
Washington Trust Advisors
Massachusetts
$5.01K
BIA
291
Bell Investment Advisors
California
$3.82K +$1.71K +160 +79%
GRP
292
Global Retirement Partners
California
$3.81K +$2.07K +194 +115%
FFO
293
Fortitude Family Office
Arizona
$3.76K
SS
294
Sunbelt Securities
Texas
$3.09K
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$2.77K +$1.63K +152 +136%
CA
296
Clearstead Advisors
Ohio
$2.75K +$2.8K +262 New
HCP
297
Hexagon Capital Partners
Arkansas
$2.7K +$2.75K +257 New
FFA
298
Farther Finance Advisors
California
$2.66K -$22.5K -2,102 -89%
PS
299
Principal Securities
Iowa
$2.49K
OA
300
Operose Advisors
Wisconsin
$2.28K

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.