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Zeta Global

306 hedge funds and large institutions have $2.58B invested in Zeta Global in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 115 increasing their positions, 84 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
92
Increased
115
Reduced
84
Closed
76
Calls
$69.9M
Puts
$75.9M
Net Calls
-$5.99M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
226
Sherbrooke Park Advisers
New York
$252K +$252K +14,033 New
X
227
Xponance
Pennsylvania
$250K +$24.6K +1,365 +11%
JSL
228
JT Stratford LLC
Georgia
$245K +$245K +13,592 New
IAMH
229
IvyRock Asset Management (HK)
Hong Kong
$234K +$234K +13,000 New
Jones Financial Companies
230
Jones Financial Companies
Missouri
$232K +$222K +12,315 +2,046%
AWS
231
Atria Wealth Solutions
New York
$231K -$11.5K -639 -5%
TBA
232
Tower Bridge Advisors
Pennsylvania
$227K -$25.2K -1,400 -10%
Mariner
233
Mariner
Kansas
$220K -$57K -3,166 -21%
TCM
234
Teza Capital Management
Illinois
$219K +$219K +12,179 New
SPC
235
Spirepoint Private Client
Florida
$216K +$32.2K +1,792 +18%
IRAG
236
Investment Research & Advisory Group
Georgia
$216K
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$212K +$212K +11,795 New
FAG
238
Fortitude Advisory Group
Washington
$211K -$139K -7,720 -40%
FBT
239
First Bank & Trust
South Dakota
$203K +$19.5K +1,083 +11%
NA
240
NewEdge Advisors
Louisiana
$202K -$92.3K -5,128 -31%
RFA
241
Register Financial Advisors
Georgia
$198K +$27K +1,500 +16%
GC
242
Guggenheim Capital
Illinois
$197K +$197K +10,953 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$197K +$197K +10,943 New
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$191K -$64.5K -3,584 -25%
IAA
245
Independent Advisor Alliance
North Carolina
$185K -$20K -1,112 -10%
CIAM
246
Caitong International Asset Management
Hong Kong
$182K +$182K +10,109 New
OL
247
Optas LLC
Texas
$180K
AW
248
Atlas Wealth
Ohio
$180K +$180K +10,000 New
KBC Group
249
KBC Group
Belgium
$174K +$88K +4,896 +102%
VIA
250
Virtus Investment Advisers
Connecticut
$173K -$662K -36,784 -79%