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Zeta Global

358 hedge funds and large institutions have $3.48B invested in Zeta Global in 2025 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 124 increasing their positions, 103 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 47

42% more capital invested

Capital invested by funds: $2.45B → $3.48B (+$1.04B)

20% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 103

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15% more call options, than puts

Call options by funds: $195M | Put options by funds: $170M

14% more funds holding

Funds holding: 314358 (+44)

7.02% more ownership

Funds ownership: 74.67%81.69% (+7%)

Holders
358
Holders Change
+44
Holders Change %
+14.01%
% of All Funds
4.7%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
93
Increased
124
Reduced
103
Closed
47
Calls
$195M
Puts
$170M
Net Calls
+$24.9M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$157K +$22.3K +1,244 +19%
PCM
277
Palouse Capital Management
Washington
$152K -$56.8K -3,160 -29%
GRP
278
Global Retirement Partners
California
$149K +$59.3K +3,302 +79%
TRCT
279
Tower Research Capital (TRC)
New York
$141K -$378K -21,040 -75%
DekaBank Deutsche Girozentrale
280
DekaBank Deutsche Girozentrale
Germany
$129K
AB
281
Amalgamated Bank
New York
$123K
MCM
282
MAI Capital Management
Ohio
$117K +$449 +25 +0.4%
Nisa Investment Advisors
283
Nisa Investment Advisors
Missouri
$112K -$1.19K -66 -1%
KBC Group
284
KBC Group
Belgium
$102K
ASN
285
Advisory Services Network
Georgia
$99.7K +$90.1K +5,016 New
IRAG
286
Investment Research & Advisory Group
Georgia
$88.1K
AAM
287
Advisors Asset Management
Colorado
$84K -$19K -1,056 -20%
FAM
288
Fulcrum Asset Management
United Kingdom
$83.9K -$458K -25,494 -86%
WC
289
Wexford Capital
Florida
$78.7K +$71.1K +3,959 New
CPBTD
290
Central Pacific Bank - Trust Division
Hawaii
$73.1K +$66.1K +3,678 New
US Bancorp
291
US Bancorp
Minnesota
$66.9K -$65.3K -3,634 -52%
AGWCA
292
Annis Gardner Whiting Capital Advisors
Florida
$59.6K -$40K -2,230 -43%
AAP
293
Arax Advisory Partners
Colorado
$58.7K +$53K +2,952 New
Optiver Holding
294
Optiver Holding
Netherlands
$58.4K +$26K +1,448 +97%
GPFA
295
Game Plan Financial Advisors
Ohio
$55.2K +$49.9K +2,780 New
IA
296
IFP Advisors
Florida
$52K -$30.4K -1,695 -39%
TC
297
Torno Capital
Massachusetts
$49.7K +$44.9K +2,500 New
Lido Advisors
298
Lido Advisors
California
$40.8K +$36.9K +2,055 New
BCWM
299
Bartlett & Co Wealth Management
Ohio
$39.7K
EP
300
Essential Partners
California
$38.1K +$395 +22 +1%

ZETA Hedge Fund Activity: Q3 2025 in Review

358 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q3 2025, worth a combined $3.48B — up 42% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new ZETA positions and 47 closed out — a net gain of 46 holders — while 124 added to existing stakes and 103 trimmed.

The largest buyer was Disciplined Growth Investors, opening a new position worth an estimated $110M. The largest seller was Vanguard Group, cutting an estimated $49.9M.

  • 358 institutional investors held Zeta Global (ZETA) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $3.48B of Zeta Global stock for Q3 2025, up 42% quarter-over-quarter.
  • 93 funds opened new Zeta Global positions in Q3 2025 and 47 closed out, a net change of +46 holders.
  • The largest Zeta Global buyer in Q3 2025 was Disciplined Growth Investors, an estimated $110M added.
  • The largest Zeta Global seller in Q3 2025 was Vanguard Group, an estimated $49.9M sold.

Based on aggregated 13F filings for Q3 2025.