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GTM

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
CAL
301
Capital Advisors Ltd
Ohio
$2K
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$2K
CAM
303
Chesapeake Asset Management
New York
$1.99K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$1.96K -$1.28K -120 -39%
BAM
305
Bellevue Asset Management
Washington
$1.89K
EWA
306
EverSource Wealth Advisors
Alabama
$1.88K +$823 +77 +75%
WBC
307
West Branch Capital
Massachusetts
$1.58K
CMA
308
Cedar Mountain Advisors
Oregon
$1.54K
PWMG
309
Prestige Wealth Management Group
New Jersey
$1.46K +$1.49K +139 New
S
310
Sachetta
Massachusetts
$1.23K +$1.25K +117 New
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$1.16K
QC
312
Quent Capital
New York
$1.09K -$1.39K -130 -56%
SIC
313
SJS Investment Consulting
Ohio
$1.05K -$11 -1 -1%
MFT
314
Moisand Fitzgerald Tamayo
Florida
$1.05K
SC
315
Swan Capital
Florida
$1.05K
MCM
316
Manchester Capital Management
Vermont
$1.02K +$1.04K +97 New
GSWM
317
Golden State Wealth Management
California
$757 +$770 +72 New
PWMG
318
Private Wealth Management Group
New Jersey
$673 -$11 -1 -2%
FHA
319
First Horizon Advisors
Tennessee
$588 -$2.84K -266 -83%
CTWM
320
Cherry Tree Wealth Management
Minnesota
$547
RAM
321
Riggs Asset Management
Pennsylvania
$458
CA
322
Continuum Advisory
Idaho
$441 -$385 -36 -46%
BGAI
323
Bruce G. Allen Investments
Colorado
$315
RIL
324
Rothschild Investment LLC
Illinois
$294
MMCM
325
Murphy & Mullick Capital Management
New York
$210 +$214 +20 New

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.