GTM

ZoomInfo Technologies

354 hedge funds and large institutions have $2.78B invested in ZoomInfo Technologies in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $3.1B → $2.78B (-$322M)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 136

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.9M
Puts
$23.1M
Net Calls
Net Calls Change

Top Buyers

1 +$34.6M
2 +$27.5M
3 +$26.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$23.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$6.21K
LSA
302
Leonteq Securities AG
Switzerland
$5.49K
FFA
303
Farther Finance Advisors
California
$4.98K
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$4.95K
PLU
305
Performa Ltd (US)
South Carolina
$4.83K
PIM
306
Plato Investment Management
Australia
$2.79K
SS
307
Sunbelt Securities
Texas
$2.6K
PWPS
308
Pinnacle Wealth Planning Services
Ohio
$2.46K
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.44K
OA
310
Operose Advisors
Wisconsin
$2.21K
RTL
311
Red Tortoise LLC
Georgia
$2.18K
SAM
312
Smartleaf Asset Management
Massachusetts
$2.03K
EWP
313
Elevation Wealth Partners
California
$1.86K
Mitsubishi UFJ Asset Management
314
Mitsubishi UFJ Asset Management
Japan
$1.81K
CMA
315
Cedar Mountain Advisors
Oregon
$1.5K
GFA
316
Godfrey Financial Associates
New York
$1.45K
FFO
317
Fortitude Family Office
Arizona
$1.43K
AssetMark Inc
318
AssetMark Inc
California
$1.42K
PWA
319
Physician Wealth Advisors
Utah
$1.27K
BFS
320
Bare Financial Services
Pennsylvania
$1.25K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$1.08K
CIAS
322
CBIZ Investment Advisory Services
Ohio
$1.07K
SC
323
Swan Capital
Florida
$1.02K
AF
324
Abound Financial
California
$1.02K
SAG
325
SageView Advisory Group
California
$1.01K