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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 %
QL
251
Quarry LP
New York
$29.6K +$26.8K +1,976 +964%
SS
252
SBI Securities
Japan
$28.8K +$4.22K +311 +17%
Fuller & Thaler Asset Management
253
Fuller & Thaler Asset Management
California
$28.5K -$99.8K -7,362 -78%
BCWM
254
Bartlett & Co Wealth Management
Ohio
$27.1K +$27.1K +2,000 New
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$24.1K +$14.9K +1,098 +162%
GWM
256
Geneos Wealth Management
Colorado
$18.3K +$12.2K +900 +200%
Optiver Holding
257
Optiver Holding
Netherlands
$17.8K -$1.32K -97 -7%
FFA
258
Farther Finance Advisors
California
$13.7K +$13.3K +948 +3,160%
LFG
259
Larson Financial Group
Missouri
$13.6K +$13.5K +997 +33,233%
RS
260
Rakuten Securities
Japan
$10.8K -$9.94K -733 -48%
RAM
261
Riggs Asset Management
Pennsylvania
$10.6K -$1.77M -130,791 -99%
HCA
262
Heck Capital Advisors
Wisconsin
$10.5K – – –
GI
263
GAMMA Investing
California
$9.14K -$217 -16 -2%
CFD
264
Creative Financial Designs
Indiana
$6.78K – – –
RA
265
Rise Advisors
New York
$5.94K +$5.94K +438 New
C
266
Covestor
United Kingdom
$5K -$15K -1,151 -75%
CI Investments Inc
267
CI Investments Inc
Ontario, Canada
$5K +$362 +26 +8%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$4.18K +$4.18K +308 New
PS
269
Principal Securities
Iowa
$4.07K – – –
HCP
270
Hexagon Capital Partners
Arkansas
$3.92K +$2.54K +187 +183%
PTC
271
Private Trust Company
Ohio
$3.63K +$3.63K +268 New
RIL
272
Rothschild Investment LLC
Illinois
$3.59K +$881 +65 +33%
S
273
SignatureFD
Georgia
$3.34K +$3.24K +239 +3,414%
CCM
274
Coldstream Capital Management
Washington
$2.79K +$2.79K +206 New
SCM
275
Sterling Capital Management
North Carolina
$2.54K +$54 +4 +2%
9 10
11
12 13