ZETA icon

Zeta Global

385 hedge funds and large institutions have $3.66B invested in Zeta Global in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 143 increasing their positions, 105 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:

5% more capital invested

Capital invested by funds: $3.48B → $3.66B (+$174M)

1.14% more ownership

Funds ownership: 81.69%82.82% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
385
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
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$16.2K
S
327
SignatureFD
Georgia
$14.5K
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$14.2K
IA
329
IFP Advisors
Florida
$14.1K
EWA
330
EverSource Wealth Advisors
Alabama
$14K
RIL
331
Rothschild Investment LLC
Illinois
$13.4K
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$12K
QWM
333
Quaker Wealth Management
New Jersey
$11.2K
VWM
334
Vermillion Wealth Management
Minnesota
$10.6K
CFD
335
Creative Financial Designs
Indiana
$10.2K
BCM
336
Blume Capital Management
California
$10.2K
MA
337
MCF Advisors
Kentucky
$9.73K
QCG
338
Quadrant Capital Group
Ohio
$8.85K
CAM
339
Chesapeake Asset Management
New York
$8.59K
QL
340
Quarry LP
New York
$8.49K
PTC
341
Private Trust Company
Ohio
$6.72K
DB
342
Danske Bank
Denmark
$6.11K
UIA
343
Ulland Investment Advisors
Minnesota
$6K
VCM
344
Versant Capital Management
Arizona
$4.74K
CT
345
Colonial Trust
South Carolina
$4.29K
WA
346
WPG Advisers
Maryland
$4.15K
IAIM
347
International Assets Investment Management
Florida
$4.07K
FFO
348
Fortitude Family Office
Arizona
$3.99K
SL
349
Salomon & Ludwin
Virginia
$3.71K
OP
350
ORG Partners
Indiana
$3.66K