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GTM

ZoomInfo Technologies

360 hedge funds and large institutions have $2.91B invested in ZoomInfo Technologies in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 47

8% more funds holding

Funds holding: 332360 (+28)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.79% less ownership

Funds ownership: 87.71%84.92% (-2.8%)

8% less capital invested

Capital invested by funds: $3.16B → $2.91B (-$258M)

39% less call options, than puts

Call options by funds: $51M | Put options by funds: $83.9M

Holders
360
Holders Change
+28
Holders Change %
+8.43%
% of All Funds
4.83%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
76
Increased
127
Reduced
119
Closed
47
Calls
$51M
Puts
$83.9M
Net Calls
-$33M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$1.06K +$1.11K +106 New
MFT
327
Moisand Fitzgerald Tamayo
Florida
$1K
SIC
328
SJS Investment Consulting
Ohio
$1K
SC
329
Swan Capital
Florida
$1K
AF
330
Abound Financial
California
$1K +$1.05K +100 New
PWA
331
Physician Wealth Advisors
Utah
$920 +$965 +92 New
SO
332
Sierra Ocean
California
$870 +$912 +87 New
GSWM
333
Golden State Wealth Management
California
$720
S
334
Sachetta
Massachusetts
$650 -$545 -52 -44%
BGAI
335
Bruce G. Allen Investments
Colorado
$640 +$357 +34 +113%
PWMG
336
Private Wealth Management Group
New Jersey
$600 -$42 -4 -6%
QC
337
Quent Capital
New York
$580 -$482 -46 -44%
AssetMark Inc
338
AssetMark Inc
California
$550 +$577 +55 New
CTWM
339
Cherry Tree Wealth Management
Minnesota
$520
CFO
340
CVA Family Office
Colorado
$450 +$472 +45 New
RAM
341
Riggs Asset Management
Pennsylvania
$390 -$52 -5 -11%
BFS
342
Bare Financial Services
Pennsylvania
$380 +$398 +38 New
SC
343
SouthState Corp
Florida
$350 +$367 +35 New
MCM
344
MV Capital Management
Maryland
$300 +$147 +14 +88%
FHA
345
First Horizon Advisors
Tennessee
$280 -$294 -28 -50%
RIL
346
Rothschild Investment LLC
Illinois
$280
MCM
347
Manchester Capital Management
Vermont
$240 -$765 -73 -75%
MMCM
348
Murphy & Mullick Capital Management
New York
$200
NC
349
NewSquare Capital
Pennsylvania
$200 +$210 +20 New
HCP
350
Hexagon Capital Partners
Arkansas
$180 -$2.51K -239 -93%

GTM Hedge Fund Activity: Q1 2025 in Review

360 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q1 2025, worth a combined $2.91B — down 8.2% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GTM positions and 47 closed out — a net gain of 29 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $88.8M. The largest seller was Morgan Stanley, cutting an estimated $237M.

  • 360 institutional investors held ZoomInfo Technologies (GTM) as of Q1 2025, up from 332 in Q4 2024.
  • Funds reported $2.91B of ZoomInfo Technologies stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 76 funds opened new ZoomInfo Technologies positions in Q1 2025 and 47 closed out, a net change of +29 holders.
  • The largest ZoomInfo Technologies buyer in Q1 2025 was Sachem Head Capital Management, an estimated $88.8M added.
  • The largest ZoomInfo Technologies seller in Q1 2025 was Morgan Stanley, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2025.