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Zeta Global

298 hedge funds and large institutions have $4.58B invested in Zeta Global in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 31

88% more capital invested

Capital invested by funds: $2.44B → $4.58B (+$2.15B)

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

25% more funds holding

Funds holding: 239298 (+59)

15% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 86

3.23% more ownership

Funds ownership: 72.69%75.93% (+3.2%)

10% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $35.4M

Holders
298
Holders Change
+59
Holders Change %
+24.69%
% of All Funds
4.28%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
92
Increased
99
Reduced
86
Closed
31
Calls
$31.8M
Puts
$35.4M
Net Calls
-$3.56M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
251
Halpern Financial
Virginia
$158K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$156K +$116K +4,946 +1,682%
SIM
253
Sandia Investment Management
Massachusetts
$149K +$118K +5,000 New
KBC Group
254
KBC Group
Belgium
$143K
TC
255
Torno Capital
Massachusetts
$119K +$94.1K +4,000 New
TRCT
256
Tower Research Capital (TRC)
New York
$104K -$471K -20,008 -85%
DB
257
Danske Bank
Denmark
$83.5K +$47.1K +2,000 +250%
AAM
258
Advisors Asset Management
Colorado
$66.4K +$26.7K +1,136 +104%
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$66K +$4.28K +182 +9%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$51.5K +$40.6K +1,726 New
C
261
Covestor
United Kingdom
$45K +$34.1K +1,451 +2,902%
FFA
262
Farther Finance Advisors
California
$41.6K +$32K +1,360 +3,886%
SOW
263
State of Wyoming
Wyoming
$41.4K +$32.7K +1,388 New
WWM
264
Wolff Wiese Magana
California
$26.1K +$20.6K +876 New
Optiver Holding
265
Optiver Holding
Netherlands
$26.1K -$27.5K -1,168 -57%
GRP
266
Global Retirement Partners
California
$23.9K +$18.8K +800 New
GI
267
GAMMA Investing
California
$20K +$8.35K +355 +112%
GWM
268
Geneos Wealth Management
Colorado
$18.8K +$14.8K +630 New
Jones Financial Companies
269
Jones Financial Companies
Missouri
$17.8K +$14.2K +602 New
SWM
270
Spire Wealth Management
Virginia
$16.1K +$3.18K +135 +33%
CAS
271
Coppell Advisory Solutions
Texas
$14.5K
ACM
272
Aster Capital Management
United Arab Emirates
$9.99K +$7.88K +335 New
MIM
273
Macroview Investment Management
Maryland
$8.71K +$6.87K +292 New
HCP
274
Hexagon Capital Partners
Arkansas
$8.41K +$4.61K +196 +228%
S
275
SignatureFD
Georgia
$8.17K +$6.45K +274 New

ZETA Hedge Fund Activity: Q3 2024 in Review

298 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q3 2024, worth a combined $4.58B — up 88% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ZETA positions and 31 closed out — a net gain of 61 holders — while 99 added to existing stakes and 86 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $147M. The largest seller was GPI Capital, cutting an estimated $115M.

  • 298 institutional investors held Zeta Global (ZETA) as of Q3 2024, up from 239 in Q2 2024.
  • Funds reported $4.58B of Zeta Global stock for Q3 2024, up 88% quarter-over-quarter.
  • 92 funds opened new Zeta Global positions in Q3 2024 and 31 closed out, a net change of +61 holders.
  • The largest Zeta Global buyer in Q3 2024 was 1832 Asset Management, an estimated $147M added.
  • The largest Zeta Global seller in Q3 2024 was GPI Capital, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2024.