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Zeta Global
ZETA

Overview Fund Activity

304 hedge funds and large institutions have $2B invested in Zeta Global in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 106 increasing their positions, 106 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
71
Increased
106
Reduced
106
Closed
68
Calls
$45.5M
Puts
$37.1M
Net Calls
+$8.38M
Net Calls Change
+$14.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$75.5M
2
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
+$38.7M
3
Capital World Investors
Capital World Investors
California
+$34.3M
4
GC
Greenvale Capital
United Kingdom
+$33.9M
5
FCM
Frontier Capital Management
Massachusetts
+$29.9M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$42.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$33.2M
3
Morgan Stanley
Morgan Stanley
New York
-$28.5M
4
Man Group
Man Group
United Kingdom
-$28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$175K -$730K -62,726 -81%
TBA
227
Tower Bridge Advisors
Pennsylvania
$171K – – –
VA
228
Vident Advisory
Georgia
$167K +$167K +12,350 New
Allspring Global Investments
229
Allspring Global Investments
North Carolina
$162K +$162K +11,581 New
IRAG
230
Investment Research & Advisory Group
Georgia
$162K – – –
VEA
231
Virtus ETF Advisers
New York
$161K +$161K +11,868 New
MML Investors Services
232
MML Investors Services
Massachusetts
$153K -$955K -70,518 -86%
I
233
INVST
Indiana
$147K -$153K -11,287 -51%
JG
234
Jain Global
New York
$141K +$141K +10,377 New
VPIM
235
Vanguard Personalized Indexing Management
California
$138K +$138K +10,178 New
PCM
236
Palouse Capital Management
Washington
$138K +$138K +10,175 New
AW
237
Atlas Wealth
Ohio
$136K – – –
KBC Group
238
KBC Group
Belgium
$134K +$2.79K +206 +2%
SO
239
STRS Ohio
Ohio
$117K -$338K -24,900 -74%
AB
240
Amalgamated Bank
New York
$84K +$6.76K +498 +9%
MCM
241
MAI Capital Management
Ohio
$79.3K +$7.39K +545 +10%
SPIA
242
Steward Partners Investment Advisory
New York
$63.6K +$61.6K +4,543 +3,029%
AAM
243
Advisors Asset Management
Colorado
$62.1K +$15.8K +1,168 +34%
A
244
AlphaQuest
New York
$60.5K +$43.8K +3,227 +261%
TRCT
245
Tower Research Capital (TRC)
New York
$56K -$53.2K -3,922 -49%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$56K +$17.2K +1,264 +44%
IA
247
IFP Advisors
Florida
$54.2K -$95 -7 -0.2%
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$37.1K +$5.49K +405 +17%
BCV
249
Banque Cantonale Vaudoise
Switzerland
$32K +$32K +2,327 New
BAMF
250
BI Asset Management Fondsmaeglerselskab
Denmark
$30K +$30K +2,179 New
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