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ZoomInfo Technologies

349 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, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 351349 (-2)

Holders
349
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
RFP
301
Root Financial Partners
California
$5.01K
LFG
302
Larson Financial Group
Missouri
$4.51K
Skandinaviska Enskilda Banken (SEB)
303
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.29K
WTA
304
Washington Trust Advisors
Massachusetts
$3.83K
MAM
305
Marquette Asset Management
Minnesota
$3.67K
FFA
306
Farther Finance Advisors
California
$3.31K
PIM
307
Plato Investment Management
Australia
$2.96K
SS
308
Sunbelt Securities
Texas
$2.79K
SAM
309
Smartleaf Asset Management
Massachusetts
$2.76K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$2.62K
GRP
311
Global Retirement Partners
California
$2.44K
FFO
312
Fortitude Family Office
Arizona
$2.42K
OA
313
Operose Advisors
Wisconsin
$2.37K
WANY
314
Wealthspire Advisors (New York)
New York
$2.28K
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$2.05K
EWP
316
Elevation Wealth Partners
California
$2K
PS
317
Principal Securities
Iowa
$1.99K
CMA
318
Cedar Mountain Advisors
Oregon
$1.6K
BAM
319
Bellevue Asset Management
Washington
$1.45K
W
320
WealthCollab
Washington
$1.43K
PWA
321
Physician Wealth Advisors
Utah
$1.36K
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$1.17K
BFS
323
Bare Financial Services
Pennsylvania
$1.15K
SC
324
Swan Capital
Florida
$1.09K
BGAI
325
Bruce G. Allen Investments
Colorado
$1.03K