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Zeta Global
ZETA

Overview Fund Activity

295 hedge funds and large institutions have $4.5B invested in Zeta Global in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+59
Holders Change %
+25%
% of All Funds
4.27%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
98
Reduced
86
Closed
30
Calls
$31.8M
Puts
$35.4M
Net Calls
-$3.56M
Net Calls Change
-$16.3M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$186M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$160M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$79.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$78.3M

Top Sellers

1
GC
GPI Capital
New York
-$145M
2
GIM
Granahan Investment Management
Massachusetts
-$84.6M
3
EAM
Eagle Asset Management
Florida
-$38.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$34.7M
5
PIMC
Praesidium Investment Management Company
New York
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
251
Sandia Investment Management
Massachusetts
$149K +$149K +5,000 New
KBC Group
252
KBC Group
Belgium
$143K – – –
TC
253
Torno Capital
Massachusetts
$119K +$119K +4,000 New
TRCT
254
Tower Research Capital (TRC)
New York
$104K -$597K -20,008 -85%
AAM
255
Advisors Asset Management
Colorado
$66.4K +$33.9K +1,136 +104%
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$66K +$5.43K +182 +9%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$51.5K +$51.5K +1,726 New
C
258
Covestor
United Kingdom
$45K +$43.5K +1,451 +2,902%
FFA
259
Farther Finance Advisors
California
$41.6K +$40.6K +1,360 +3,886%
SOW
260
State of Wyoming
Wyoming
$41.4K +$41.4K +1,388 New
WWM
261
Wolff Wiese Magana
California
$26.1K +$26.1K +876 New
Optiver Holding
262
Optiver Holding
Netherlands
$26.1K -$34.8K -1,168 -57%
GRP
263
Global Retirement Partners
California
$23.9K +$23.9K +800 New
GI
264
GAMMA Investing
California
$20K +$10.6K +355 +112%
GWM
265
Geneos Wealth Management
Colorado
$18.8K +$18.8K +630 New
Jones Financial Companies
266
Jones Financial Companies
Missouri
$17.8K +$17.8K +602 New
SWM
267
Spire Wealth Management
Virginia
$16.1K +$4.03K +135 +33%
CAS
268
Coppell Advisory Solutions
Texas
$14.5K – – –
ACM
269
Aster Capital Management
United Arab Emirates
$9.99K +$9.99K +335 New
MIM
270
Macroview Investment Management
Maryland
$8.71K +$8.71K +292 New
HCP
271
Hexagon Capital Partners
Arkansas
$8.41K +$5.85K +196 +228%
S
272
SignatureFD
Georgia
$8.17K +$8.17K +274 New
QL
273
Quarry LP
New York
$7.58K +$7.58K +254 New
LC
274
Lindbrook Capital
California
$5.64K +$2.15K +72 +62%
SCM
275
Sterling Capital Management
North Carolina
$5.34K +$5.34K +179 New
9 10
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