GTM

ZoomInfo Technologies

346 hedge funds and large institutions have $3.1B invested in ZoomInfo Technologies in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

2% less funds holding

Funds holding: 352346 (-6)

Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.2M
Puts
$49.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$4.51K
Skandinaviska Enskilda Banken (SEB)
302
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.29K
WTA
303
Washington Trust Advisors
Massachusetts
$3.83K
MAM
304
Marquette Asset Management
Minnesota
$3.67K
FFA
305
Farther Finance Advisors
California
$3.31K
PIM
306
Plato Investment Management
Australia
$2.96K
SS
307
Sunbelt Securities
Texas
$2.79K
SAM
308
Smartleaf Asset Management
Massachusetts
$2.76K
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.62K
GRP
310
Global Retirement Partners
California
$2.44K
FFO
311
Fortitude Family Office
Arizona
$2.42K
OA
312
Operose Advisors
Wisconsin
$2.37K
WANY
313
Wealthspire Advisors (New York)
New York
$2.28K
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$2.05K
EWP
315
Elevation Wealth Partners
California
$2K
PS
316
Principal Securities
Iowa
$1.99K
CMA
317
Cedar Mountain Advisors
Oregon
$1.6K
BAM
318
Bellevue Asset Management
Washington
$1.45K
W
319
WealthCollab
Washington
$1.43K
PWA
320
Physician Wealth Advisors
Utah
$1.36K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$1.17K
BFS
322
Bare Financial Services
Pennsylvania
$1.15K
SC
323
Swan Capital
Florida
$1.09K
BGAI
324
Bruce G. Allen Investments
Colorado
$1.03K
HWM
325
Hemington Wealth Management
Virginia
$1K