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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
CCWM
351
Cassaday & Co Wealth Management
Virginia
$6.05K +$7.04K +380 New
RS
352
Rakuten Securities
Japan
$5.68K +$5.13K +277 +346%
MA
353
MCF Advisors
Kentucky
$5.48K -$2.48K -134 -28%
PTC
354
Private Trust Company
Ohio
$5.25K
PA
355
Parallel Advisors
California
$5.25K +$5.89K +318 +2,650%
UIA
356
Ulland Investment Advisors
Minnesota
$5K
HNB
357
Huntington National Bank
Ohio
$4.79K +$5.57K +301 New
BWL
358
Bogart Wealth LLC
Virginia
$3.77K +$3.7K +200 +541%
TWD
359
True Wealth Design
Ohio
$3.23K +$2.83K +153 +306%
IAIM
360
International Assets Investment Management
Florida
$3.15K
FFO
361
Fortitude Family Office
Arizona
$3.12K
CT
362
Colonial Trust
South Carolina
$3.05K
QL
363
Quarry LP
New York
$2.8K -$4.46K -241 -58%
SL
364
Salomon & Ludwin
Virginia
$2.7K
RF
365
Rossby Financial
Florida
$2.58K +$3.04K +164 New
PFBT
366
Parkside Financial Bank & Trust
Missouri
$2.42K +$592 +32 +27%
MMCM
367
Murphy & Mullick Capital Management
New York
$2.39K
SWM
368
Spire Wealth Management
Virginia
$2.39K
TSMHT
369
Thurston Springer Miller Herd & Titak
Indiana
$2.39K
SWM
370
SHP Wealth Management
Massachusetts
$2.29K
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$2.07K +$407 +22 +20%
LWM
372
Lodestone Wealth Management
Washington
$1.88K +$2.19K +118 New
WA
373
WPG Advisers
Maryland
$1.75K -$1.74K -94 -46%
HWM
374
HighMark Wealth Management
Minnesota
$1.75K
ZBNA
375
Zions Bancorporation, National Association
Utah
$1.64K +$611 +33 +47%