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GTM

ZoomInfo Technologies

351 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, 128 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $2.77B → $3.1B (+$334M)

6.26% more ownership

Funds ownership: 83.2%89.47% (+6.3%)

9% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 117

1% more call options, than puts

Call options by funds: $50.2M | Put options by funds: $49.5M

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 353351 (-2)

Holders
351
Holders Change
-2
Holders Change %
-0.57%
% of All Funds
4.61%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
128
Reduced
117
Closed
50
Calls
$50.2M
Puts
$49.5M
Net Calls
+$634K
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
301
Leonteq Securities AG
Switzerland
$5.78K -$6.31K -589 -53%
AWM
302
Activest Wealth Management
Florida
$5.12K +$4.62K +431 +1,134%
RFP
303
Root Financial Partners
California
$5.01K +$4.92K +459 New
LFG
304
Larson Financial Group
Missouri
$4.51K +$579 +54 +15%
Skandinaviska Enskilda Banken (SEB)
305
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.29K -$3.6K -336 -46%
WTA
306
Washington Trust Advisors
Massachusetts
$3.83K -$1.35K -126 -26%
MAM
307
Marquette Asset Management
Minnesota
$3.67K +$3.6K +336 New
FFA
308
Farther Finance Advisors
California
$3.31K +$118 +11 +4%
PIM
309
Plato Investment Management
Australia
$2.96K
SS
310
Sunbelt Securities
Texas
$2.79K -$440 -41 -14%
SAM
311
Smartleaf Asset Management
Massachusetts
$2.76K -$1.26K -118 -33%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$2.62K +$214 +20 +9%
GRP
313
Global Retirement Partners
California
$2.44K -$11 -1 -0.4%
FFO
314
Fortitude Family Office
Arizona
$2.42K +$547 +51 +30%
OA
315
Operose Advisors
Wisconsin
$2.37K
WANY
316
Wealthspire Advisors (New York)
New York
$2.28K +$2.24K +209 New
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$2.05K
EWP
318
Elevation Wealth Partners
California
$2K +$1.96K +183 New
PS
319
Principal Securities
Iowa
$1.99K -$32 -3 -2%
CMA
320
Cedar Mountain Advisors
Oregon
$1.6K
BAM
321
Bellevue Asset Management
Washington
$1.45K -$504 -47 -26%
W
322
WealthCollab
Washington
$1.43K
PWA
323
Physician Wealth Advisors
Utah
$1.36K
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$1.17K +$107 +10 +10%
BFS
325
Bare Financial Services
Pennsylvania
$1.15K +$525 +49 +88%

GTM Hedge Fund Activity: Q3 2025 in Review

351 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q3 2025, worth a combined $3.1B — up 12% from $2.77B a quarter earlier.

Fund positioning in GTM was balanced in Q3 2025: 50 funds opened new positions, 50 closed out, 128 added to existing stakes and 117 trimmed.

The largest buyer was Macquarie Group, adding an estimated $89.7M. The largest seller was AQR Capital Management, cutting an estimated $35.1M.

  • 351 institutional investors held ZoomInfo Technologies (GTM) as of Q3 2025, down from 353 in Q2 2025.
  • Funds reported $3.1B of ZoomInfo Technologies stock for Q3 2025, up 12% quarter-over-quarter.
  • 50 funds opened new ZoomInfo Technologies positions in Q3 2025 and 50 closed out, a net change of 0 holders.
  • The largest ZoomInfo Technologies buyer in Q3 2025 was Macquarie Group, an estimated $89.7M added.
  • The largest ZoomInfo Technologies seller in Q3 2025 was AQR Capital Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2025.