GTM

ZoomInfo Technologies

351 hedge funds and large institutions have $2.78B invested in ZoomInfo Technologies in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 107 increasing their positions, 135 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $3.1B → $2.78B (-$324M)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 135

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
351
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
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$4.95K
PLU
302
Performa Ltd (US)
South Carolina
$4.83K
PIM
303
Plato Investment Management
Australia
$2.79K
SS
304
Sunbelt Securities
Texas
$2.6K
PWPS
305
Pinnacle Wealth Planning Services
Ohio
$2.46K
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.44K
OA
307
Operose Advisors
Wisconsin
$2.21K
RTL
308
Red Tortoise LLC
Georgia
$2.18K
SAM
309
Smartleaf Asset Management
Massachusetts
$2.03K
EWP
310
Elevation Wealth Partners
California
$1.86K
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$1.81K
CMA
312
Cedar Mountain Advisors
Oregon
$1.5K
GFA
313
Godfrey Financial Associates
New York
$1.45K
FFO
314
Fortitude Family Office
Arizona
$1.43K
AssetMark Inc
315
AssetMark Inc
California
$1.42K
PWA
316
Physician Wealth Advisors
Utah
$1.27K
BFS
317
Bare Financial Services
Pennsylvania
$1.25K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$1.08K
CIAS
319
CBIZ Investment Advisory Services
Ohio
$1.07K
SC
320
Swan Capital
Florida
$1.02K
AF
321
Abound Financial
California
$1.02K
SAG
322
SageView Advisory Group
California
$1.01K
BGAI
323
Bruce G. Allen Investments
Colorado
$956
MCM
324
Manchester Capital Management
Vermont
$824
TM
325
Torren Management
California
$763