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
BWL
326
Bogart Wealth LLC
Virginia
$671
KG
327
Kilter Group
New York
$662
MCM
328
MAI Capital Management
Ohio
$651
HFS
329
Hughes Financial Services
Virginia
$651
BIA
330
Bell Investment Advisors
California
$641
SPIA
331
Steward Partners Investment Advisory
New York
$570
Nisa Investment Advisors
332
Nisa Investment Advisors
Missouri
$529
CH
333
Cromwell Holdings
Wyoming
$488
EW
334
Elyxium Wealth
California
$457
OP
335
ORG Partners
Indiana
$427
TFA
336
Transamerica Financial Advisors
Florida
$386
SEP
337
Signature Equity Partners
Ohio
$356
KFAS
338
Keating Financial Advisory Services
Kansas
$305
SA
339
Strategic Advocates
Utah
$291
DPW
340
DiNuzzo Private Wealth
Pennsylvania
$194
RWM
341
Rialto Wealth Management
New York
$184
MCM
342
MV Capital Management
Maryland
$163
CFD
343
Creative Financial Designs
Indiana
$153
HIA
344
HFM Investment Advisors
New Jersey
$133
RIL
345
Rothschild Investment LLC
Illinois
$122
ACA
346
American Capital Advisory
Idaho
$82
BHWM
347
Bay Harbor Wealth Management
Maryland
$71
DF
348
Dunhill Financial
United Kingdom
$62
Macquarie Group
349
Macquarie Group
Australia
CAM
350
Contour Asset Management
New York