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Zeta Global
ZETA

Overview Fund Activity

304 hedge funds and large institutions have $2B invested in Zeta Global in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 106 increasing their positions, 106 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-2
Holders Change %
-0.65%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
71
Increased
106
Reduced
106
Closed
68
Calls
$45.5M
Puts
$37.1M
Net Calls
+$8.38M
Net Calls Change
+$14.4M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$75.5M
2
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
+$38.7M
3
Capital World Investors
Capital World Investors
California
+$34.3M
4
GC
Greenvale Capital
United Kingdom
+$33.9M
5
FCM
Frontier Capital Management
Massachusetts
+$29.9M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$42.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$33.2M
3
Morgan Stanley
Morgan Stanley
New York
-$28.5M
4
Man Group
Man Group
United Kingdom
-$28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
351
First Bank & Trust
South Dakota
– -$203K -11,276 Closed
NA
352
NewEdge Advisors
Louisiana
– -$202K -11,227 Closed
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
– -$197K -10,943 Closed
OSAM
354
O'Shaughnessy Asset Management
Connecticut
– -$191K -10,612 Closed
IAA
355
Independent Advisor Alliance
North Carolina
– -$185K -10,279 Closed
VIA
356
Virtus Investment Advisers
Connecticut
– -$173K -9,637 Closed
DekaBank Deutsche Girozentrale
357
DekaBank Deutsche Girozentrale
Germany
– -$108K -6,110 Closed
TCG
358
Transcendent Capital Group
Oklahoma
– -$413K -4,843 Closed
SIM
359
Sandia Investment Management
Massachusetts
– -$45K -2,500 Closed
PHK
360
Point72 Hong Kong
Hong Kong
– -$33.4K -1,857 Closed
CAS
361
Coppell Advisory Solutions
Texas
– -$30.6K -1,693 Closed
RS
362
R Squared
Hong Kong
– -$24.1K -1,340 Closed
FS
363
Financially Speaking
Colorado
– -$3.11K -173 Closed
CA
364
Clearstead Advisors
Ohio
– -$2.57K -143 Closed
KPP
365
Kings Path Partners
Texas
– -$1.8K -100 Closed
VCM
366
Versant Capital Management
Arizona
– -$1.71K -95 Closed
TWD
367
True Wealth Design
Ohio
– -$954 -53 Closed
SAM
368
Smartleaf Asset Management
Massachusetts
– -$740 -41 Closed
CFO
369
CVA Family Office
Colorado
– -$540 -30 Closed
MCI
370
MRP Capital Investments
Georgia
– -$450 -25 Closed
SAM
371
Synergy Asset Management
Washington
– -$746 -25 Closed
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