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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
WPA
376
Wealth Preservation Advisors
Tennessee
$1.64K +$1.91K +103 New
DB
377
Danske Bank
Denmark
$1.59K -$3.7K -200 -67%
MAM
378
Marquette Asset Management
Minnesota
$1.54K -$1.39K -75 -44%
TCM
379
Triumph Capital Management
Colorado
$1.26K +$1.46K +79 New
TFA
380
Toth Financial Advisory
Virginia
$1.19K +$1.39K +75 New
CIAM
381
Caitong International Asset Management
Hong Kong
$1.18K +$148 +8 +12%
BIA
382
Bell Investment Advisors
California
$1.15K +$537 +29 +67%
SFG
383
Strive Financial Group
Indiana
$1K
CFM
384
Cornerstone Financial Management
Massachusetts
$907 +$1.05K +57 New
PWA
385
Physician Wealth Advisors
Utah
$844 +$981 +53 New
AssetMark Inc
386
AssetMark Inc
California
$796
SIC
387
SJS Investment Consulting
Ohio
$796 +$926 +50 New
BFS
388
Bare Financial Services
Pennsylvania
$764 -$704 -38 -44%
HFS
389
Hughes Financial Services
Virginia
$764 +$93 +5 +12%
CFO
390
CVA Family Office
Colorado
$494 +$574 +31 New
GFA
391
Godfrey Financial Associates
New York
$382 +$204 +11 +85%
BMC
392
Bear Mountain Capital
Washington
$163
SS
393
Sunbelt Securities
Texas
$111 -$204 -11 -61%
AF
394
Advisornet Financial
Minnesota
$111
DF
395
Dunhill Financial
United Kingdom
$62 -$19 -1 -25%
Fuller & Thaler Asset Management
396
Fuller & Thaler Asset Management
California
-$82M -4,027,355 Closed
Norges Bank
397
Norges Bank
Norway
-$47M -2,308,342 Closed
ONGA
398
O'Neil Global Advisors
California
-$12.5M -613,529 Closed
Capital Fund Management (CFM)
399
Capital Fund Management (CFM)
France
-$8.79M -474,831 Closed
Point72 Asset Management
400
Point72 Asset Management
Connecticut
-$9.22M -452,966 Closed