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Zeta Global

397 hedge funds and large institutions have $2.88B invested in Zeta Global in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 165 increasing their positions, 110 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $133M | Put options by funds: $70.5M

50% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 110

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

3% more funds holding

Funds holding: 386397 (+11)

0.74% less ownership

Funds ownership: 82.82%82.09% (-0.74%)

21% less capital invested

Capital invested by funds: $3.66B → $2.88B (-$774M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
397
Holders Change
+11
Holders Change %
+2.85%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
77
Increased
165
Reduced
110
Closed
56
Calls
$133M
Puts
$70.5M
Net Calls
+$62M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
301
State of Wyoming
Wyoming
$121K +$907 +49 +0.6%
KAS
302
Kemnay Advisory Services
New York
$95.5K +$3.7K +200 +3%
DekaBank Deutsche Girozentrale
303
DekaBank Deutsche Girozentrale
Germany
$95K
QWM
304
Quaker Wealth Management
New Jersey
$94.6K +$99.9K +5,394 +981%
KBC Group
305
KBC Group
Belgium
$82K
AAM
306
Advisors Asset Management
Colorado
$80.2K +$16.1K +872 +21%
US Bancorp
307
US Bancorp
Minnesota
$78.1K -$8.61K -465 -9%
MAM
308
Morse Asset Management
Connecticut
$73.8K +$84.9K +4,588 +9,176%
FAM
309
Fulcrum Asset Management
United Kingdom
$62.6K
HFS
310
Hantz Financial Services
Michigan
$60K +$69.4K +3,750 New
AAP
311
Arax Advisory Partners
Colorado
$55.1K +$63.4K +3,425 +12,232%
GSWM
312
Golden State Wealth Management
California
$47.8K +$24.4K +1,320 +79%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$44.6K +$51.8K +2,800 New
EP
314
Essential Partners
California
$42.5K +$11.7K +630 +31%
CPG
315
Cornerstone Planning Group
New Jersey
$38.7K +$16.1K +867 +67%
HFM
316
Hartford Financial Management
Connecticut
$38.2K +$44.4K +2,400 New
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.6K +$8.89K +480 +26%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$36.9K
IPS
319
Investors Portfolio Services
Washington
$36.4K +$40.1K +2,167 +1,821%
GI
320
GAMMA Investing
California
$34.7K +$16.7K +903 +71%
EWA
321
EverSource Wealth Advisors
Alabama
$33.4K +$26K +1,406 +204%
LFG
322
Larson Financial Group
Missouri
$32K -$430K -23,221 -92%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$29.9K +$35.2K +1,900 New
Lido Advisors
324
Lido Advisors
California
$29.5K -$3.76K -203 -10%
RIL
325
Rothschild Investment LLC
Illinois
$27.8K +$20.1K +1,085 +165%