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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 %
SWM
276
Spire Wealth Management
Virginia
$2.44K -$4.2K -310 -63%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$2.36K -$13.1K -936 -85%
MMCM
278
Murphy & Mullick Capital Management
New York
$2.03K – – –
EWA
279
EverSource Wealth Advisors
Alabama
$1.84K +$719 +53 +64%
AF
280
Allworth Financial
California
$1.62K +$1.62K +129 New
LC
281
Lindbrook Capital
California
$1.59K -$380 -28 -19%
HNB
282
Huntington National Bank
Ohio
$1.53K +$1.53K +113 New
BBPWM
283
Blue Bell Private Wealth Management
Pennsylvania
$1.37K +$1.37K +101 New
CA
284
CoreCap Advisors
Michigan
$1.21K – – –
GSWM
285
Golden State Wealth Management
California
$1.09K +$1.09K +80 New
WWM
286
Wolff Wiese Magana
California
$1.03K – – –
OP
287
ORG Partners
Indiana
$1.02K +$1.02K +75 New
PWA
288
Physician Wealth Advisors
Utah
$936 +$936 +69 New
SC
289
SouthState Corp
Florida
$828 +$828 +61 New
PA
290
Parallel Advisors
California
$827 +$488 +36 +144%
BIA
291
Bell Investment Advisors
California
$787 – – –
SC
292
Stephens Consulting
Michigan
$678 +$678 +50 New
Amundi
293
Amundi
France
$658 +$658 +50 New
WA
294
WPG Advisers
Maryland
$488 +$488 +36 New
HFS
295
Hughes Financial Services
Virginia
$421 +$421 +30 New
PFBT
296
Parkside Financial Bank & Trust
Missouri
$407 +$407 +30 New
Twin Tree Management
297
Twin Tree Management
Texas
$407 +$407 +30 New
QCG
298
Quadrant Capital Group
Ohio
$380 +$380 +28 New
TCM
299
TD Capital Management
Tennessee
$353 +$353 +26 New
FDW
300
Fourth Dimension Wealth
Ohio
$339 +$339 +25 New
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