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Zeta Global

380 hedge funds and large institutions have $3.65B invested in Zeta Global in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1.24% more ownership

Funds ownership: 81.69%82.92% (+1.2%)

5% more capital invested

Capital invested by funds: $3.48B → $3.65B (+$174M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$134M
Puts
$100M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$303K
X
252
Xponance
Pennsylvania
$302K
MIC
253
Means Investment Company
Maine
$298K
VT
254
Vise Technologies
New York
$296K
SA
255
Sanctuary Advisors
Indiana
$293K
SI
256
Stephens Inc
Arkansas
$290K
Mariner
257
Mariner
Kansas
$289K
Truist Financial
258
Truist Financial
North Carolina
$285K
AWA
259
Arkadios Wealth Advisors
Georgia
$274K
CCIA
260
Campbell & Co Investment Adviser
Maryland
$273K
JCM
261
Janney Capital Management
Pennsylvania
$272K
JSL
262
JT Stratford LLC
Georgia
$270K
TBA
263
Tower Bridge Advisors
Pennsylvania
$256K
CWM
264
CIBC World Markets
New York
$254K
PWM
265
Perigon Wealth Management
California
$252K
VIM
266
Vinva Investment Management
Australia
$251K
Ensign Peak Advisors
267
Ensign Peak Advisors
Utah
$248K
Mackenzie Financial
268
Mackenzie Financial
Ontario, Canada
$242K
MFS
269
Mirabella Financial Services
United Kingdom
$241K
BCI
270
Brinker Capital Investments
Pennsylvania
$240K
Prudential Financial
271
Prudential Financial
New Jersey
$236K
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$232K
A
273
AlphaQuest
New York
$229K
Principal Financial Group
274
Principal Financial Group
Iowa
$227K
QCM
275
Quantinno Capital Management
New York
$226K