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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
UCB
326
United Community Bank
South Carolina
$23.9K
SCM
327
Sterling Capital Management
North Carolina
$21.7K +$2.11K +114 +9%
QCG
328
Quadrant Capital Group
Ohio
$20K +$15.2K +820 +189%
RFP
329
Root Financial Partners
California
$19.1K +$22.3K +1,202 New
Bessemer Group
330
Bessemer Group
New Jersey
$19K
GPFA
331
Game Plan Financial Advisors
Ohio
$18.5K +$6.2K +335 +41%
GCM
332
Gunpowder Capital Management
Maryland
$17.6K -$55.5K -2,996 -73%
FFA
333
Farther Finance Advisors
California
$17.5K -$5.89K -318 -22%
Los Angeles Capital Management
334
Los Angeles Capital Management
California
$16.7K -$203K -10,984 -91%
S
335
SignatureFD
Georgia
$15.3K +$4.57K +247 +35%
BW
336
Bravera Wealth
North Dakota
$15.2K
HWP
337
Highline Wealth Partners
California
$15.1K +$17.6K +950 New
A
338
Allianz
Germany
$14.3K -$655K -35,400 -98%
GWM
339
Geneos Wealth Management
Colorado
$14.3K
IA
340
IFP Advisors
Florida
$14K +$3.46K +187 +27%
SIS
341
Strategic Investment Solutions
Illinois
$12.8K +$14.9K +806 New
C
342
Covestor
United Kingdom
$12K -$9.66K -522 -41%
FMP
343
Financial Management Professionals
Texas
$11.2K +$13.1K +705 New
SAM
344
Smartleaf Asset Management
Massachusetts
$10.2K -$4.78K -258 -27%
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$9.26K -$2.17K -117 -17%
VCM
346
Versant Capital Management
Arizona
$8.58K +$5.67K +306 +131%
VWM
347
Vermillion Wealth Management
Minnesota
$8.29K
BWA
348
Basecamp Wealth Advisors
Washington
$8.25K +$907 +49 +10%
BCM
349
Blume Capital Management
California
$7.96K
CFD
350
Creative Financial Designs
Indiana
$7.96K