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Zeta Global

355 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, 122 increasing their positions, 103 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$195M
Puts
$170M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$5.33K
VCM
327
Versant Capital Management
Arizona
$4.63K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$4.09K
FFO
329
Fortitude Family Office
Arizona
$3.9K
SL
330
Salomon & Ludwin
Virginia
$3.31K
RS
331
Rakuten Securities
Japan
$3.3K
WA
332
WPG Advisers
Maryland
$3.2K
FS
333
Financially Speaking
Colorado
$3K
SWM
334
Spire Wealth Management
Virginia
$2.98K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$2.92K
CPG
336
Cornerstone Planning Group
New Jersey
$2.87K
MMCM
337
Murphy & Mullick Capital Management
New York
$2.55K
TCOV
338
Trust Company of Vermont
Vermont
$2.19K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$2.15K
SC
340
Swan Capital
Florida
$1.99K
MAM
341
Marquette Asset Management
Minnesota
$1.05K
TWD
342
True Wealth Design
Ohio
$994
AssetMark Inc
343
AssetMark Inc
California
$994
MAM
344
Morse Asset Management
Connecticut
$994
BIA
345
Bell Investment Advisors
California
$855
HFS
346
Hughes Financial Services
Virginia
$855
TPCW
347
TD Private Client Wealth
New York
$576
TCM
348
TD Capital Management
Tennessee
$517
BFS
349
Bare Financial Services
Pennsylvania
$497
BMC
350
Bear Mountain Capital
Washington
$175