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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
CCM
276
Coldstream Capital Management
Washington
$2.79K +$3.68K +206 New
SCM
277
Sterling Capital Management
North Carolina
$2.54K +$71 +4 +2%
SWM
278
Spire Wealth Management
Virginia
$2.44K -$5.54K -310 -63%
TWC
279
TD Waterhouse Canada
Ontario, Canada
$2.36K -$16.7K -936 -85%
MMCM
280
Murphy & Mullick Capital Management
New York
$2.03K
EWA
281
EverSource Wealth Advisors
Alabama
$1.84K +$947 +53 +64%
AF
282
Allworth Financial
California
$1.62K +$2.31K +129 New
LC
283
Lindbrook Capital
California
$1.59K -$500 -28 -19%
HNB
284
Huntington National Bank
Ohio
$1.53K +$2.02K +113 New
BBPWM
285
Blue Bell Private Wealth Management
Pennsylvania
$1.37K +$1.8K +101 New
CA
286
CoreCap Advisors
Michigan
$1.21K
GSWM
287
Golden State Wealth Management
California
$1.08K +$1.43K +80 New
WWM
288
Wolff Wiese Magana
California
$1.03K
OP
289
ORG Partners
Indiana
$1.02K +$1.34K +75 New
PWA
290
Physician Wealth Advisors
Utah
$936 +$1.23K +69 New
SC
291
SouthState Corp
Florida
$828 +$1.09K +61 New
PA
292
Parallel Advisors
California
$827 +$643 +36 +144%
BIA
293
Bell Investment Advisors
California
$787
SC
294
Stephens Consulting
Michigan
$678 +$893 +50 New
Amundi
295
Amundi
France
$658 +$893 +50 New
WA
296
WPG Advisers
Maryland
$488 +$643 +36 New
HFS
297
Hughes Financial Services
Virginia
$421 +$536 +30 New
PFBT
298
Parkside Financial Bank & Trust
Missouri
$407 +$536 +30 New
Twin Tree Management
299
Twin Tree Management
Texas
$407 +$536 +30 New
QCG
300
Quadrant Capital Group
Ohio
$380 +$500 +28 New

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.