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ZoomInfo Technologies

358 hedge funds and large institutions have $2.89B invested in ZoomInfo Technologies in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 127 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+29
Holders Change %
+8.81%
% of All Funds
4.86%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
79
Increased
127
Reduced
115
Closed
48
Calls
$51M
Puts
$83.9M
Net Calls
-$33M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Shares
Change %
MFT
326
Moisand Fitzgerald Tamayo
Florida
$1K
SIC
327
SJS Investment Consulting
Ohio
$1K
AF
328
Abound Financial
California
$1K +$1K +100 New
PWA
329
Physician Wealth Advisors
Utah
$920 +$920 +92 New
SO
330
Sierra Ocean
California
$870 +$870 +87 New
GSWM
331
Golden State Wealth Management
California
$720
S
332
Sachetta
Massachusetts
$650 -$520 -52 -44%
BGAI
333
Bruce G. Allen Investments
Colorado
$640 +$340 +34 +113%
PWMG
334
Private Wealth Management Group
New Jersey
$600 -$40 -4 -6%
QC
335
Quent Capital
New York
$580 -$460 -46 -44%
AssetMark Inc
336
AssetMark Inc
California
$550 +$550 +55 New
CTWM
337
Cherry Tree Wealth Management
Minnesota
$520
CFO
338
CVA Family Office
Colorado
$450 +$450 +45 New
RAM
339
Riggs Asset Management
Pennsylvania
$390 -$50 -5 -11%
BFS
340
Bare Financial Services
Pennsylvania
$380 +$380 +38 New
SC
341
SouthState Corp
Florida
$350 +$350 +35 New
MCM
342
MV Capital Management
Maryland
$300 +$140 +14 +88%
FHA
343
First Horizon Advisors
Tennessee
$280 -$280 -28 -50%
RIL
344
Rothschild Investment LLC
Illinois
$280
MCM
345
Manchester Capital Management
Vermont
$240 -$730 -73 -75%
MMCM
346
Murphy & Mullick Capital Management
New York
$200
NC
347
NewSquare Capital
Pennsylvania
$200 +$200 +20 New
HCP
348
Hexagon Capital Partners
Arkansas
$180 -$2.39K -239 -93%
HWP
349
Highline Wealth Partners
California
$110 +$110 +11 New
WCM
350
WealthTrak Capital Management
Virginia
$100 +$100 +10 New