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Zeta Global

397 hedge funds and large institutions have $2.88B invested in Zeta Global in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 165 increasing their positions, 110 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $133M | Put options by funds: $70.5M

50% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 110

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

3% more funds holding

Funds holding: 386397 (+11)

0.74% less ownership

Funds ownership: 82.82%82.09% (-0.74%)

21% less capital invested

Capital invested by funds: $3.66B → $2.88B (-$774M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
397
Holders Change
+11
Holders Change %
+2.85%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
77
Increased
165
Reduced
110
Closed
56
Calls
$133M
Puts
$70.5M
Net Calls
+$62M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SRL
226
Scientech Research LLC
New Jersey
$387K +$450K +24,322 New
AIA
227
AssuredPartners Investment Advisors
Florida
$386K +$452K +24,429 New
GCA
228
Greenwood Capital Associates
South Carolina
$376K -$1.3K -70 -0.3%
GSIAS
229
Garden State Investment Advisory Services
New Jersey
$372K +$68.6K +3,703 +19%
APW
230
Axim Planning & Wealth
Ohio
$371K +$431K +23,296 New
CCIA
231
Campbell & Co Investment Adviser
Maryland
$368K +$180K +9,719 +72%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$366K +$215K +11,607 +102%
BCM
233
Bayesian Capital Management
New York
$365K +$425K +22,930 New
JWS
234
Juncture Wealth Strategies
Arizona
$363K -$40.5K -2,185 -9%
Vontobel Holding
235
Vontobel Holding
Switzerland
$356K -$72K -3,890 -15%
CUAMC
236
China Universal Asset Management Company
China
$350K
VF
237
Virtu Financial
New York
$342K +$398K +21,494 New
Blackstone Inc
238
Blackstone Inc
New York
$338K +$393K +21,200 New
AF
239
Allworth Financial
California
$334K +$67K +3,619 +21%
VA
240
Vident Advisory
Georgia
$331K +$50.7K +2,740 +15%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$330K +$384K +20,726 New
ACA
242
American Capital Advisory
Idaho
$318K +$370K +19,970 New
M&T Bank
243
M&T Bank
New York
$312K -$10.1K -547 -3%
GC
244
Guggenheim Capital
Illinois
$312K -$759 -41 -0.2%
CCA
245
Catalyst Capital Advisors
New York
$310K +$361K +19,500 New
X
246
Xponance
Pennsylvania
$306K +$81K +4,375 +29%
Truist Financial
247
Truist Financial
North Carolina
$303K +$92.4K +4,990 +36%
OCM
248
Orion Capital Management
California
$302K -$27.8K -1,500 -7%
VT
249
Vise Technologies
New York
$296K
SW
250
SlateStone Wealth
Florida
$290K -$28.9K -1,559 -8%