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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
BCV
251
Banque Cantonale Vaudoise
Switzerland
$32K +$41.6K +2,327 New
BAMF
252
BI Asset Management Fondsmaeglerselskab
Denmark
$30K +$38.9K +2,179 New
QL
253
Quarry LP
New York
$29.6K +$35.3K +1,976 +964%
SS
254
SBI Securities
Japan
$28.8K +$5.56K +311 +17%
Fuller & Thaler Asset Management
255
Fuller & Thaler Asset Management
California
$28.5K -$132K -7,362 -78%
BCWM
256
Bartlett & Co Wealth Management
Ohio
$27.1K +$35.7K +2,000 New
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$24.1K +$19.6K +1,098 +162%
GWM
258
Geneos Wealth Management
Colorado
$18.3K +$16.1K +900 +200%
Optiver Holding
259
Optiver Holding
Netherlands
$17.8K -$1.73K -97 -7%
FFA
260
Farther Finance Advisors
California
$13.7K +$16.9K +948 +3,160%
LFG
261
Larson Financial Group
Missouri
$13.6K +$17.8K +997 +33,233%
RS
262
Rakuten Securities
Japan
$10.8K -$13.1K -733 -48%
RAM
263
Riggs Asset Management
Pennsylvania
$10.6K -$2.34M -130,791 -99%
HCA
264
Heck Capital Advisors
Wisconsin
$10.5K
GI
265
GAMMA Investing
California
$9.14K -$286 -16 -2%
CFD
266
Creative Financial Designs
Indiana
$6.78K
RA
267
Rise Advisors
New York
$5.94K +$7.83K +438 New
C
268
Covestor
United Kingdom
$5K -$20.6K -1,151 -75%
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$5K +$465 +26 +8%
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$4.18K +$5.5K +308 New
PS
271
Principal Securities
Iowa
$4.07K
HCP
272
Hexagon Capital Partners
Arkansas
$3.92K +$3.34K +187 +183%
PTC
273
Private Trust Company
Ohio
$3.63K +$4.79K +268 New
RIL
274
Rothschild Investment LLC
Illinois
$3.59K +$1.16K +65 +33%
S
275
SignatureFD
Georgia
$3.34K +$4.27K +239 +3,414%

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.