GTM

ZoomInfo Technologies

351 hedge funds and large institutions have $2.77B invested in ZoomInfo Technologies in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 125 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
-7
Holders Change %
-1.96%
% of All Funds
4.71%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
60
Increased
127
Reduced
125
Closed
64
Calls
$24M
Puts
$35.9M
Net Calls
-$11.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
326
Swan Capital
Florida
$1.01K
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$982 -$4.88K -482 -83%
BGAI
328
Bruce G. Allen Investments
Colorado
$951 +$304 +30 +47%
Walleye Capital
329
Walleye Capital
New York
$891 -$1.09K -108 -55%
SO
330
Sierra Ocean
California
$880
BWL
331
Bogart Wealth LLC
Virginia
$668 +$668 +66 New
KG
332
Kilter Group
New York
$658 +$658 +65 New
HFS
333
Hughes Financial Services
Virginia
$652 +$652 +64 New
MCM
334
MAI Capital Management
Ohio
$648 +$648 +64 New
BFS
335
Bare Financial Services
Pennsylvania
$567 +$182 +18 +47%
CTWM
336
Cherry Tree Wealth Management
Minnesota
$527
AssetMark Inc
337
AssetMark Inc
California
$526 -$30 -3 -5%
AWM
338
Activest Wealth Management
Florida
$385 -$902 -89 -70%
SC
339
SouthState Corp
Florida
$253 -$101 -10 -29%
CH
340
Cromwell Holdings
Wyoming
$233 +$233 +23 New
WA
341
Whipplewood Advisors
Colorado
$233 +$233 +23 New
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$202 -$53.5K -5,295 -100%
MCM
343
MV Capital Management
Maryland
$162 -$142 -14 -47%
CFD
344
Creative Financial Designs
Indiana
$152 +$152 +15 New
RIL
345
Rothschild Investment LLC
Illinois
$121 -$161 -16 -57%
WCM
346
WealthTrak Capital Management
Virginia
$102
RWM
347
Rialto Wealth Management
New York
$92 +$92 +9 New
HIA
348
HFM Investment Advisors
New Jersey
$20 +$10 +1 +100%
First Trust Advisors
349
First Trust Advisors
Illinois
-$9.26M -925,610 Closed
TC
350
Tairen Capital
Hong Kong
-$7.45M -744,948 Closed