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Zeta Global

383 hedge funds and large institutions have $3.66B invested in Zeta Global in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 142 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
383
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
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$14.2K
IA
327
IFP Advisors
Florida
$14.1K
EWA
328
EverSource Wealth Advisors
Alabama
$14K
RIL
329
Rothschild Investment LLC
Illinois
$13.4K
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$12K
QWM
331
Quaker Wealth Management
New Jersey
$11.2K
VWM
332
Vermillion Wealth Management
Minnesota
$10.6K
BCM
333
Blume Capital Management
California
$10.2K
CFD
334
Creative Financial Designs
Indiana
$10.2K
MA
335
MCF Advisors
Kentucky
$9.73K
QCG
336
Quadrant Capital Group
Ohio
$8.85K
CAM
337
Chesapeake Asset Management
New York
$8.59K
QL
338
Quarry LP
New York
$8.49K
PTC
339
Private Trust Company
Ohio
$6.72K
DB
340
Danske Bank
Denmark
$6.11K
UIA
341
Ulland Investment Advisors
Minnesota
$6K
VCM
342
Versant Capital Management
Arizona
$4.74K
CT
343
Colonial Trust
South Carolina
$4.29K
WA
344
WPG Advisers
Maryland
$4.15K
IAIM
345
International Assets Investment Management
Florida
$4.07K
FFO
346
Fortitude Family Office
Arizona
$3.99K
SL
347
Salomon & Ludwin
Virginia
$3.71K
OP
348
ORG Partners
Indiana
$3.66K
MAM
349
Marquette Asset Management
Minnesota
$3.5K
FS
350
Financially Speaking
Colorado
$3.07K