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Zeta Global

380 hedge funds and large institutions have $3.65B invested in Zeta Global in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1.24% more ownership

Funds ownership: 81.69%82.92% (+1.2%)

5% more capital invested

Capital invested by funds: $3.48B → $3.65B (+$174M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$134M
Puts
$100M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$14K
RIL
327
Rothschild Investment LLC
Illinois
$13.4K
CIAM
328
Caitong International Asset Management
Hong Kong
$12K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$12K
QWM
330
Quaker Wealth Management
New Jersey
$11.2K
VWM
331
Vermillion Wealth Management
Minnesota
$10.6K
CFD
332
Creative Financial Designs
Indiana
$10.2K
BCM
333
Blume Capital Management
California
$10.2K
MA
334
MCF Advisors
Kentucky
$9.73K
QCG
335
Quadrant Capital Group
Ohio
$8.85K
CAM
336
Chesapeake Asset Management
New York
$8.59K
QL
337
Quarry LP
New York
$8.49K
PTC
338
Private Trust Company
Ohio
$6.72K
DB
339
Danske Bank
Denmark
$6.11K
UIA
340
Ulland Investment Advisors
Minnesota
$6K
VCM
341
Versant Capital Management
Arizona
$4.74K
CT
342
Colonial Trust
South Carolina
$4.29K
WA
343
WPG Advisers
Maryland
$4.15K
IAIM
344
International Assets Investment Management
Florida
$4.07K
FFO
345
Fortitude Family Office
Arizona
$3.99K
SL
346
Salomon & Ludwin
Virginia
$3.71K
OP
347
ORG Partners
Indiana
$3.66K
MAM
348
Marquette Asset Management
Minnesota
$3.5K
FS
349
Financially Speaking
Colorado
$3.07K
MMCM
350
Murphy & Mullick Capital Management
New York
$3.05K