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Zeta Global

306 hedge funds and large institutions have $2.03B invested in Zeta Global in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $37.1M

2.58% more ownership

Funds ownership: 67.49%70.07% (+2.6%)

0% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 70

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

1% less funds holding

Funds holding: 309306 (-3)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less capital invested

Capital invested by funds: $2.58B → $2.03B (-$551M)

Holders
306
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
4.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
70
Increased
107
Reduced
108
Closed
70
Calls
$45.5M
Puts
$37.1M
Net Calls
+$8.38M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
226
JT Stratford LLC
Georgia
$184K -$286 -16 -0.1%
RFA
227
Register Financial Advisors
Georgia
$176K +$35.7K +2,000 +18%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$175K -$1.12M -62,726 -81%
TBA
229
Tower Bridge Advisors
Pennsylvania
$171K
VA
230
Vident Advisory
Georgia
$167K +$221K +12,350 New
Allspring Global Investments
231
Allspring Global Investments
North Carolina
$162K +$207K +11,581 New
IRAG
232
Investment Research & Advisory Group
Georgia
$162K
VEA
233
Virtus ETF Advisers
New York
$161K +$212K +11,868 New
MML Investors Services
234
MML Investors Services
Massachusetts
$153K -$1.26M -70,518 -86%
I
235
INVST
Indiana
$147K -$202K -11,287 -51%
JG
236
Jain Global
New York
$141K +$185K +10,377 New
VPIM
237
Vanguard Personalized Indexing Management
California
$138K +$182K +10,178 New
PCM
238
Palouse Capital Management
Washington
$138K +$182K +10,175 New
AW
239
Atlas Wealth
Ohio
$136K
KBC Group
240
KBC Group
Belgium
$134K +$3.68K +206 +2%
SO
241
STRS Ohio
Ohio
$117K -$445K -24,900 -74%
AB
242
Amalgamated Bank
New York
$84K +$8.9K +498 +9%
MCM
243
MAI Capital Management
Ohio
$79.3K +$9.74K +545 +10%
SPIA
244
Steward Partners Investment Advisory
New York
$63.6K +$81.2K +4,543 +3,029%
AAM
245
Advisors Asset Management
Colorado
$62.1K +$20.9K +1,168 +34%
A
246
AlphaQuest
New York
$60.5K +$57.7K +3,227 +261%
TRCT
247
Tower Research Capital (TRC)
New York
$56K -$70.1K -3,922 -49%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$56K +$22.6K +1,264 +44%
IA
249
IFP Advisors
Florida
$54.2K -$125 -7 -0.2%
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$37.1K +$7.24K +405 +17%

ZETA Hedge Fund Activity: Q1 2025 in Review

306 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q1 2025, worth a combined $2.03B — down 21% from $2.58B a quarter earlier.

Fund positioning in ZETA was balanced in Q1 2025: 70 funds opened new positions, 70 closed out, 107 added to existing stakes and 108 trimmed.

The largest buyer was UBS AM, adding an estimated $99.5M. The largest seller was Arrowstreet Capital, cutting an estimated $55.8M.

  • 306 institutional investors held Zeta Global (ZETA) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.03B of Zeta Global stock for Q1 2025, down 21% quarter-over-quarter.
  • 70 funds opened new Zeta Global positions in Q1 2025 and 70 closed out, a net change of 0 holders.
  • The largest Zeta Global buyer in Q1 2025 was UBS AM, an estimated $99.5M added.
  • The largest Zeta Global seller in Q1 2025 was Arrowstreet Capital, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.