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Zeta Global

306 hedge funds and large institutions have $2.03B invested in Zeta Global in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $37.1M

2.58% more ownership

Funds ownership: 67.49%70.07% (+2.6%)

0% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 70

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

1% less funds holding

Funds holding: 309306 (-3)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less capital invested

Capital invested by funds: $2.58B → $2.03B (-$551M)

Holders
306
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
4.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
70
Increased
107
Reduced
108
Closed
70
Calls
$45.5M
Puts
$37.1M
Net Calls
+$8.38M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
351
Spirepoint Private Client
Florida
-$216K -12,014 Closed
FAG
352
Fortitude Advisory Group
Washington
-$211K -11,743 Closed
FBT
353
First Bank & Trust
South Dakota
-$203K -11,276 Closed
NA
354
NewEdge Advisors
Louisiana
-$202K -11,227 Closed
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
-$197K -10,943 Closed
OSAM
356
O'Shaughnessy Asset Management
Connecticut
-$191K -10,612 Closed
IAA
357
Independent Advisor Alliance
North Carolina
-$185K -10,279 Closed
VIA
358
Virtus Investment Advisers
Connecticut
-$173K -9,637 Closed
DekaBank Deutsche Girozentrale
359
DekaBank Deutsche Girozentrale
Germany
-$108K -6,110 Closed
TCG
360
Transcendent Capital Group
Oklahoma
-$413K -4,843 Closed
LSA
361
Leonteq Securities AG
Switzerland
-$70.5K -3,919 Closed
SIM
362
Sandia Investment Management
Massachusetts
-$45K -2,500 Closed
PHK
363
Point72 Hong Kong
Hong Kong
-$33.4K -1,857 Closed
CAS
364
Coppell Advisory Solutions
Texas
-$30.6K -1,693 Closed
RS
365
R Squared
Hong Kong
-$24.1K -1,340 Closed
FS
366
Financially Speaking
Colorado
-$3.11K -173 Closed
CA
367
Clearstead Advisors
Ohio
-$2.57K -143 Closed
KPP
368
Kings Path Partners
Texas
-$1.8K -100 Closed
VCM
369
Versant Capital Management
Arizona
-$1.71K -95 Closed
MWA
370
Medallion Wealth Advisors
Connecticut
-$1.33K -74 Closed
TWD
371
True Wealth Design
Ohio
-$954 -53 Closed
SAM
372
Smartleaf Asset Management
Massachusetts
-$740 -41 Closed
CFO
373
CVA Family Office
Colorado
-$540 -30 Closed
MCI
374
MRP Capital Investments
Georgia
-$450 -25 Closed
SAM
375
Synergy Asset Management
Washington
-$746 -25 Closed

ZETA Hedge Fund Activity: Q1 2025 in Review

306 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q1 2025, worth a combined $2.03B — down 21% from $2.58B a quarter earlier.

Fund positioning in ZETA was balanced in Q1 2025: 70 funds opened new positions, 70 closed out, 107 added to existing stakes and 108 trimmed.

The largest buyer was UBS AM, adding an estimated $99.5M. The largest seller was Arrowstreet Capital, cutting an estimated $55.8M.

  • 306 institutional investors held Zeta Global (ZETA) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.03B of Zeta Global stock for Q1 2025, down 21% quarter-over-quarter.
  • 70 funds opened new Zeta Global positions in Q1 2025 and 70 closed out, a net change of 0 holders.
  • The largest Zeta Global buyer in Q1 2025 was UBS AM, an estimated $99.5M added.
  • The largest Zeta Global seller in Q1 2025 was Arrowstreet Capital, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.