GTM

ZoomInfo Technologies

354 hedge funds and large institutions have $2.78B invested in ZoomInfo Technologies in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

10% less capital invested

Capital invested by funds: $3.1B → $2.78B (-$322M)

21% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 136

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
354
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
BGAI
326
Bruce G. Allen Investments
Colorado
$956
MCM
327
Manchester Capital Management
Vermont
$824
TM
328
Torren Management
California
$763
BWL
329
Bogart Wealth LLC
Virginia
$671
KG
330
Kilter Group
New York
$662
MCM
331
MAI Capital Management
Ohio
$651
HFS
332
Hughes Financial Services
Virginia
$651
BIA
333
Bell Investment Advisors
California
$641
SPIA
334
Steward Partners Investment Advisory
New York
$570
Nisa Investment Advisors
335
Nisa Investment Advisors
Missouri
$529
CH
336
Cromwell Holdings
Wyoming
$488
EW
337
Elyxium Wealth
California
$457
OP
338
ORG Partners
Indiana
$427
TFA
339
Transamerica Financial Advisors
Florida
$386
SEP
340
Signature Equity Partners
Ohio
$356
KFAS
341
Keating Financial Advisory Services
Kansas
$305
SA
342
Strategic Advocates
Utah
$291
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$194
RWM
344
Rialto Wealth Management
New York
$184
MCM
345
MV Capital Management
Maryland
$163
CFD
346
Creative Financial Designs
Indiana
$153
HIA
347
HFM Investment Advisors
New Jersey
$133
RIL
348
Rothschild Investment LLC
Illinois
$122
ACA
349
American Capital Advisory
Idaho
$82
BHWM
350
Bay Harbor Wealth Management
Maryland
$71