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ZoomInfo Technologies

358 hedge funds and large institutions have $2.78B invested in ZoomInfo Technologies in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

2% more funds holding

Funds holding: 351358 (+7)

3% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $23.1M

1.64% less ownership

Funds ownership: 89.47%87.83% (-1.6%)

10% less capital invested

Capital invested by funds: $3.1B → $2.78B (-$321M)

22% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 137

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
4.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
68
Increased
107
Reduced
137
Closed
54
Calls
$23.9M
Puts
$23.1M
Net Calls
+$792K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
326
CBIZ Investment Advisory Services
Ohio
$1.07K +$1.08K +105 New
SC
327
Swan Capital
Florida
$1.02K
AF
328
Abound Financial
California
$1.02K +$1.03K +100 New
SAG
329
SageView Advisory Group
California
$1.01K +$1.02K +99 New
BGAI
330
Bruce G. Allen Investments
Colorado
$956
MCM
331
Manchester Capital Management
Vermont
$824
TM
332
Torren Management
California
$763 +$772 +75 New
BWL
333
Bogart Wealth LLC
Virginia
$671
KG
334
Kilter Group
New York
$662
HFS
335
Hughes Financial Services
Virginia
$651
MCM
336
MAI Capital Management
Ohio
$651
BIA
337
Bell Investment Advisors
California
$641
SPIA
338
Steward Partners Investment Advisory
New York
$570 -$10.3K -1,000 -95%
Nisa Investment Advisors
339
Nisa Investment Advisors
Missouri
$529 -$227 -22 -30%
CH
340
Cromwell Holdings
Wyoming
$488
EW
341
Elyxium Wealth
California
$457 +$463 +45 New
OP
342
ORG Partners
Indiana
$427 +$432 +42 New
TFA
343
Transamerica Financial Advisors
Florida
$386 +$391 +38 New
SEP
344
Signature Equity Partners
Ohio
$356 +$360 +35 New
KFAS
345
Keating Financial Advisory Services
Kansas
$305 +$309 +30 New
SA
346
Strategic Advocates
Utah
$291
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$194 -$41 -4 -17%
RWM
348
Rialto Wealth Management
New York
$184 +$93 +9 +100%
MCM
349
MV Capital Management
Maryland
$163
CFD
350
Creative Financial Designs
Indiana
$153