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Zeta Global

385 hedge funds and large institutions have $3.66B invested in Zeta Global in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 143 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
385
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
MAM
351
Marquette Asset Management
Minnesota
$3.5K
FS
352
Financially Speaking
Colorado
$3.07K
SWM
353
Spire Wealth Management
Virginia
$3.05K
MMCM
354
Murphy & Mullick Capital Management
New York
$3.05K
TSMHT
355
Thurston Springer Miller Herd & Titak
Indiana
$3.05K
SWM
356
SHP Wealth Management
Massachusetts
$2.92K
PFBT
357
Parkside Financial Bank & Trust
Missouri
$2.44K
IPS
358
Investors Portfolio Services
Washington
$2.41K
TCOV
359
Trust Company of Vermont
Vermont
$2.24K
HWM
360
HighMark Wealth Management
Minnesota
$2.24K
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$2.2K
BFS
362
Bare Financial Services
Pennsylvania
$1.75K
SEP
363
Signature Equity Partners
Ohio
$1.71K
RS
364
Rakuten Securities
Japan
$1.63K
ZBNA
365
Zions Bancorporation, National Association
Utah
$1.43K
CIAM
366
Caitong International Asset Management
Hong Kong
$1.34K
PMFA
367
Plante Moran Financial Advisors
Michigan
$1.12K
TWD
368
True Wealth Design
Ohio
$1.02K
MAM
369
Morse Asset Management
Connecticut
$1.02K
AssetMark Inc
370
AssetMark Inc
California
$1.02K
SFG
371
Strive Financial Group
Indiana
$1.02K
CAL
372
Capital Advisors Ltd
Ohio
$1K
BIA
373
Bell Investment Advisors
California
$876
HFS
374
Hughes Financial Services
Virginia
$875
CA
375
Clearstead Advisors
Ohio
$835