GTM

ZoomInfo Technologies

351 hedge funds and large institutions have $2.77B invested in ZoomInfo Technologies in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 125 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-7
Holders Change %
-1.96%
% of All Funds
4.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
60
Increased
127
Reduced
125
Closed
64
Calls
$24M
Puts
$35.9M
Net Calls
-$11.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
301
Bessemer Group
New Jersey
$7K -$3.79K -399 -35%
C
302
Covestor
United Kingdom
$7K -$195 -20 -3%
GM
303
GeoWealth Management
Illinois
$5.97K +$5.97K +590 New
PFBT
304
Parkside Financial Bank & Trust
Missouri
$5.9K +$4.02K +397 +213%
PLU
305
Performa Ltd (US)
South Carolina
$5.41K
AAS
306
Ameritas Advisory Services
Nebraska
$5.04K +$5.04K +498 New
WTA
307
Washington Trust Advisors
Massachusetts
$4.83K
LFG
308
Larson Financial Group
Missouri
$3.63K +$2.56K +253 +239%
SAM
309
Smartleaf Asset Management
Massachusetts
$3.59K -$5.45K -540 -60%
SS
310
Sunbelt Securities
Texas
$3.12K
FFA
311
Farther Finance Advisors
California
$2.96K -$6.68K -660 -69%
FHA
312
First Horizon Advisors
Tennessee
$2.79K +$2.51K +248 +886%
PIM
313
Plato Investment Management
Australia
$2.75K +$212 +21 +8%
GRP
314
Global Retirement Partners
California
$2.28K +$2.28K +225 New
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$2.23K +$172 +17 +8%
OA
316
Operose Advisors
Wisconsin
$2.2K
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$1.9K
PS
318
Principal Securities
Iowa
$1.87K -$526 -52 -22%
BAM
319
Bellevue Asset Management
Washington
$1.82K
FFO
320
Fortitude Family Office
Arizona
$1.73K -$1.89K -187 -52%
BIA
321
Bell Investment Advisors
California
$1.61K -$3.05K -301 -65%
CMA
322
Cedar Mountain Advisors
Oregon
$1.49K
W
323
WealthCollab
Washington
$1.33K
PWA
324
Physician Wealth Advisors
Utah
$1.27K +$334 +33 +36%
SIC
325
SJS Investment Consulting
Ohio
$1.04K +$30 +3 +3%