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ZoomInfo Technologies

353 hedge funds and large institutions have $2.77B invested in ZoomInfo Technologies in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 128 increasing their positions, 126 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

2% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 126

5% less capital invested

Capital invested by funds: $2.91B → $2.77B (-$136M)

8% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 64

1.72% less ownership

Funds ownership: 84.92%83.2% (-1.7%)

2% less funds holding

Funds holding: 360353 (-7)

33% less call options, than puts

Call options by funds: $24M | Put options by funds: $35.9M

Holders
353
Holders Change
-7
Holders Change %
-1.94%
% of All Funds
4.65%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
59
Increased
128
Reduced
126
Closed
64
Calls
$24M
Puts
$35.9M
Net Calls
-$11.8M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
326
Physician Wealth Advisors
Utah
$1.26K +$305 +33 +36%
SIC
327
SJS Investment Consulting
Ohio
$1.04K +$28 +3 +3%
SC
328
Swan Capital
Florida
$1.01K
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$982 -$4.46K -482 -83%
BGAI
330
Bruce G. Allen Investments
Colorado
$951 +$278 +30 +47%
Walleye Capital
331
Walleye Capital
New York
$891 -$1K -108 -55%
SO
332
Sierra Ocean
California
$880
BWL
333
Bogart Wealth LLC
Virginia
$668 +$611 +66 New
KG
334
Kilter Group
New York
$658 +$602 +65 New
HFS
335
Hughes Financial Services
Virginia
$652 +$592 +64 New
MCM
336
MAI Capital Management
Ohio
$648 +$592 +64 New
BFS
337
Bare Financial Services
Pennsylvania
$567 +$167 +18 +47%
CTWM
338
Cherry Tree Wealth Management
Minnesota
$527
AssetMark Inc
339
AssetMark Inc
California
$526 -$28 -3 -5%
AWM
340
Activest Wealth Management
Florida
$385 -$824 -89 -70%
SC
341
SouthState Corp
Florida
$253 -$93 -10 -29%
CH
342
Cromwell Holdings
Wyoming
$233 +$213 +23 New
WA
343
Whipplewood Advisors
Colorado
$233 +$213 +23 New
Nisa Investment Advisors
344
Nisa Investment Advisors
Missouri
$202 -$49K -5,295 -100%
MCM
345
MV Capital Management
Maryland
$162 -$130 -14 -47%
CFD
346
Creative Financial Designs
Indiana
$152 +$139 +15 New
RIL
347
Rothschild Investment LLC
Illinois
$121 -$148 -16 -57%
WCM
348
WealthTrak Capital Management
Virginia
$102
RWM
349
Rialto Wealth Management
New York
$92 +$83 +9 New
HIA
350
HFM Investment Advisors
New Jersey
$20 +$9 +1 +100%

GTM Hedge Fund Activity: Q2 2025 in Review

353 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q2 2025, worth a combined $2.77B — down 4.7% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of GTM and 59 opened new positions — a net loss of 5 holders — while 126 trimmed existing stakes and 128 added.

The largest buyer was AQR Capital Management, adding an estimated $44.3M. The largest seller was Citadel Advisors, cutting an estimated $54.6M.

  • 353 institutional investors held ZoomInfo Technologies (GTM) as of Q2 2025, down from 360 in Q1 2025.
  • Funds reported $2.77B of ZoomInfo Technologies stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 59 funds opened new ZoomInfo Technologies positions in Q2 2025 and 64 closed out, a net change of -5 holders.
  • The largest ZoomInfo Technologies buyer in Q2 2025 was AQR Capital Management, an estimated $44.3M added.
  • The largest ZoomInfo Technologies seller in Q2 2025 was Citadel Advisors, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2025.