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Zeta Global

306 hedge funds and large institutions have $2.58B invested in Zeta Global in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 115 increasing their positions, 84 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+11
Holders Change %
+3.73%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
92
Increased
115
Reduced
84
Closed
76
Calls
$69.9M
Puts
$75.9M
Net Calls
-$5.99M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
276
Creative Financial Designs
Indiana
$9K +$9K +500 New
SWM
277
Spire Wealth Management
Virginia
$8.82K -$899 -50 -9%
GWM
278
Geneos Wealth Management
Colorado
$8.1K -$3.24K -180 -29%
CI Investments Inc
279
CI Investments Inc
Ontario, Canada
$6K +$6K +333 New
OLVIG
280
Oliver Lagore Vanvalin Investment Group
Michigan
$5.4K +$5.4K +300 New
PS
281
Principal Securities
Iowa
$4.07K +$2.7K +150 +197%
QL
282
Quarry LP
New York
$3.69K -$882 -49 -19%
RIL
283
Rothschild Investment LLC
Illinois
$3.6K +$630 +35 +21%
SCM
284
Sterling Capital Management
North Carolina
$3.29K +$72 +4 +2%
FS
285
Financially Speaking
Colorado
$3.11K +$3.11K +173 New
SPIA
286
Steward Partners Investment Advisory
New York
$2.7K +$900 +50 +50%
MMCM
287
Murphy & Mullick Capital Management
New York
$2.7K +$2.7K +150 New
LC
288
Lindbrook Capital
California
$2.61K -$792 -44 -23%
CA
289
Clearstead Advisors
Ohio
$2.57K +$2.57K +143 New
HCP
290
Hexagon Capital Partners
Arkansas
$1.84K -$3.24K -180 -64%
KPP
291
Kings Path Partners
Texas
$1.8K +$1.8K +100 New
VCM
292
Versant Capital Management
Arizona
$1.71K
CA
293
CoreCap Advisors
Michigan
$1.6K
EWA
294
EverSource Wealth Advisors
Alabama
$1.49K -$648 -36 -30%
WWM
295
Wolff Wiese Magana
California
$1.37K -$14.4K -800 -91%
BIA
296
Bell Investment Advisors
California
$1.04K +$414 +23 +66%
TWD
297
True Wealth Design
Ohio
$954 -$612 -34 -39%
SAM
298
Synergy Asset Management
Washington
$746 +$746 +25 New
SAM
299
Smartleaf Asset Management
Massachusetts
$740 -$1.59K -88 -68%
FFA
300
Farther Finance Advisors
California
$540 -$24.6K -1,365 -98%