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Zeta Global

380 hedge funds and large institutions have $3.65B invested in Zeta Global in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 142 increasing their positions, 104 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:

1.24% more ownership

Funds ownership: 81.69%82.92% (+1.2%)

5% more capital invested

Capital invested by funds: $3.48B → $3.65B (+$174M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
380
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
SWM
351
Spire Wealth Management
Virginia
$3.05K
TSMHT
352
Thurston Springer Miller Herd & Titak
Indiana
$3.05K
PFBT
353
Parkside Financial Bank & Trust
Missouri
$2.44K
IPS
354
Investors Portfolio Services
Washington
$2.41K
TCOV
355
Trust Company of Vermont
Vermont
$2.24K
HWM
356
HighMark Wealth Management
Minnesota
$2.24K
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$2.2K
BFS
358
Bare Financial Services
Pennsylvania
$1.75K
SEP
359
Signature Equity Partners
Ohio
$1.71K
RS
360
Rakuten Securities
Japan
$1.63K
ZBNA
361
Zions Bancorporation, National Association
Utah
$1.43K
PMFA
362
Plante Moran Financial Advisors
Michigan
$1.12K
AssetMark Inc
363
AssetMark Inc
California
$1.02K
MAM
364
Morse Asset Management
Connecticut
$1.02K
TWD
365
True Wealth Design
Ohio
$1.02K
SFG
366
Strive Financial Group
Indiana
$1.02K
CAL
367
Capital Advisors Ltd
Ohio
$1K
BIA
368
Bell Investment Advisors
California
$876
HFS
369
Hughes Financial Services
Virginia
$875
CA
370
Clearstead Advisors
Ohio
$835
BWL
371
Bogart Wealth LLC
Virginia
$753
AAP
372
Arax Advisory Partners
Colorado
$570
TCM
373
TD Capital Management
Tennessee
$529
SS
374
Sunbelt Securities
Texas
$366
GFA
375
Godfrey Financial Associates
New York
$265