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ZoomInfo Technologies

358 hedge funds and large institutions have $2.78B invested in ZoomInfo Technologies in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

2% more funds holding

Funds holding: 351358 (+7)

3% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $23.1M

1.64% less ownership

Funds ownership: 89.47%87.83% (-1.6%)

10% less capital invested

Capital invested by funds: $3.1B → $2.78B (-$321M)

22% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 137

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
68
Increased
107
Reduced
137
Closed
54
Calls
$23.9M
Puts
$23.1M
Net Calls
+$792K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$8K -$4.95K -481 -37%
RFP
302
Root Financial Partners
California
$7.03K +$2.39K +232 +51%
PFBT
303
Parkside Financial Bank & Trust
Missouri
$6.85K +$927 +90 +15%
OCM
304
Osbon Capital Management
Massachusetts
$6.47K +$6.55K +636 New
LFG
305
Larson Financial Group
Missouri
$6.21K +$2.04K +198 +48%
LSA
306
Leonteq Securities AG
Switzerland
$5.49K +$103 +10 +2%
FFA
307
Farther Finance Advisors
California
$4.98K +$1.93K +187 +62%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$4.95K -$6.94K -674 -58%
PLU
309
Performa Ltd (US)
South Carolina
$4.83K -$618 -60 -11%
PIM
310
Plato Investment Management
Australia
$2.79K
SS
311
Sunbelt Securities
Texas
$2.6K
PWPS
312
Pinnacle Wealth Planning Services
Ohio
$2.46K +$2.49K +242 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$2.44K
OA
314
Operose Advisors
Wisconsin
$2.21K
RTL
315
Red Tortoise LLC
Georgia
$2.18K +$2.2K +214 New
SAM
316
Smartleaf Asset Management
Massachusetts
$2.03K -$371 -36 -15%
EWP
317
Elevation Wealth Partners
California
$1.86K
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$1.81K
CMA
319
Cedar Mountain Advisors
Oregon
$1.5K
GFA
320
Godfrey Financial Associates
New York
$1.45K +$1.47K +143 New
FFO
321
Fortitude Family Office
Arizona
$1.43K -$834 -81 -36%
AssetMark Inc
322
AssetMark Inc
California
$1.42K +$1.04K +101 +259%
PWA
323
Physician Wealth Advisors
Utah
$1.27K
BFS
324
Bare Financial Services
Pennsylvania
$1.25K +$185 +18 +17%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$1.08K -$10 -1 -0.9%