GTM

ZoomInfo Technologies

344 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, 114 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: 352344 (-8)

Holders
344
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
WTA
301
Washington Trust Advisors
Massachusetts
$3.83K
MAM
302
Marquette Asset Management
Minnesota
$3.67K
FFA
303
Farther Finance Advisors
California
$3.31K
PIM
304
Plato Investment Management
Australia
$2.96K
SS
305
Sunbelt Securities
Texas
$2.79K
SAM
306
Smartleaf Asset Management
Massachusetts
$2.76K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$2.62K
GRP
308
Global Retirement Partners
California
$2.44K
FFO
309
Fortitude Family Office
Arizona
$2.42K
OA
310
Operose Advisors
Wisconsin
$2.37K
WANY
311
Wealthspire Advisors (New York)
New York
$2.28K
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$2.05K
EWP
313
Elevation Wealth Partners
California
$2K
PS
314
Principal Securities
Iowa
$1.99K
CMA
315
Cedar Mountain Advisors
Oregon
$1.6K
BAM
316
Bellevue Asset Management
Washington
$1.45K
W
317
WealthCollab
Washington
$1.43K
PWA
318
Physician Wealth Advisors
Utah
$1.36K
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$1.17K
BFS
320
Bare Financial Services
Pennsylvania
$1.15K
SC
321
Swan Capital
Florida
$1.09K
BGAI
322
Bruce G. Allen Investments
Colorado
$1.03K
HWM
323
Hemington Wealth Management
Virginia
$1K
MCM
324
Manchester Capital Management
Vermont
$884
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$807