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ZoomInfo Technologies

332 hedge funds and large institutions have $3.16B invested in ZoomInfo Technologies in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

5.85% more ownership

Funds ownership: 81.86%87.71% (+5.8%)

3% more funds holding

Funds holding: 322332 (+10)

2% more capital invested

Capital invested by funds: $3.09B → $3.16B (+$76.6M)

11% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 118

33% less call options, than puts

Call options by funds: $60.3M | Put options by funds: $90M

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
332
Holders Change
+10
Holders Change %
+3.11%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
67
Increased
105
Reduced
118
Closed
54
Calls
$60.3M
Puts
$90M
Net Calls
-$29.8M
Net Calls Change
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CMF
351
Counterpoint Mutual Funds
California
-$273K -26,456 Closed
EC
352
EntryPoint Capital
New York
-$268K -25,948 Closed
WCA
353
Waratah Capital Advisors
Ontario, Canada
-$235K -22,782 Closed
Cetera Investment Advisers
354
Cetera Investment Advisers
Illinois
-$222K -21,482 Closed
TCM
355
Teza Capital Management
Illinois
-$198K -19,197 Closed
Daiwa Securities Group
356
Daiwa Securities Group
Japan
-$188K -18,282 Closed
N
357
Numerai
California
-$178K -17,271 Closed
IFWM
358
Institute for Wealth Management
Colorado
-$166K -16,039 Closed
LPL Financial
359
LPL Financial
California
-$151K -14,651 Closed
Capstone Investment Advisors
360
Capstone Investment Advisors
New York
-$149K -14,409 Closed
YIH
361
Y-Intercept (HK)
Hong Kong
-$142K -13,747 Closed
SIA
362
SkyView Investment Advisors
New Jersey
-$129K -12,500 Closed
ECM
363
Evergreen Capital Management
Washington
-$127K -12,271 Closed
IFU
364
iSAM Funds (UK)
United Kingdom
-$125K -12,073 Closed
4WM
365
49 Wealth Management
Texas
-$124K -11,997 Closed
PTC
366
Petrus Trust Company
Texas
-$119K -11,521 Closed
KIA
367
KCM Investment Advisors
California
-$116K -11,204 Closed
AT
368
American Trust
Kentucky
-$104K -10,030 Closed
SAM
369
Storebrand Asset Management
Norway
-$91.7K -8,888 Closed
JSAM
370
J. Safra Asset Management
New York
-$48.7K -4,639 Closed
QL
371
Quarry LP
New York
-$14.7K -1,428 Closed
GAAM
372
Guinness Atkinson Asset Management
California
-$13.3K -1,285 Closed
Optiver Holding
373
Optiver Holding
Netherlands
-$9.54K -924 Closed
SSG
374
Summit Securities Group
New York
-$8K -745 Closed
AIM
375
Arcadia Investment Management
Michigan
-$2.58K -250 Closed

GTM Hedge Fund Activity: Q4 2024 in Review

332 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ZoomInfo Technologies (GTM) for Q4 2024, worth a combined $3.16B — up 2.5% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new GTM positions and 54 closed out — a net gain of 13 holders — while 105 added to existing stakes and 118 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $188M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 332 institutional investors held ZoomInfo Technologies (GTM) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $3.16B of ZoomInfo Technologies stock for Q4 2024, up 2.5% quarter-over-quarter.
  • 67 funds opened new ZoomInfo Technologies positions in Q4 2024 and 54 closed out, a net change of +13 holders.
  • The largest ZoomInfo Technologies buyer in Q4 2024 was Morgan Stanley, an estimated $188M added.
  • The largest ZoomInfo Technologies seller in Q4 2024 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.