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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
Rafferty Asset Management
426
Rafferty Asset Management
New York
-$338K -16,593 Closed
EPI
427
Eddie Patel Inc
Illinois
-$311K -15,291 Closed
Pathstone Holdings
428
Pathstone Holdings
New Jersey
-$303K -14,898 Closed
JSL
429
JT Stratford LLC
Georgia
-$270K -13,281 Closed
MFS
430
Mirabella Financial Services
United Kingdom
-$241K -11,823 Closed
BCI
431
Brinker Capital Investments
Pennsylvania
-$240K -11,811 Closed
Mackenzie Financial
432
Mackenzie Financial
Ontario, Canada
-$242K -11,675 Closed
A
433
AlphaQuest
New York
-$229K -11,275 Closed
OSAM
434
O'Shaughnessy Asset Management
Connecticut
-$223K -10,938 Closed
WSFS
435
Wilmington Savings Fund Society
Delaware
-$222K -10,909 Closed
FGP
436
Freestone Grove Partners
California
-$215K -10,549 Closed
MHS
437
M Holdings Securities
Oregon
-$211K -10,359 Closed
WANY
438
Wealthspire Advisors (New York)
New York
-$211K -10,355 Closed
VIM
439
Vinva Investment Management
Australia
-$251K -8,080 Closed
AB
440
Amalgamated Bank
New York
-$121K -5,924 Closed
IRAG
441
Investment Research & Advisory Group
Georgia
-$90.2K -4,433 Closed
Twin Tree Management
442
Twin Tree Management
Texas
-$82.9K -4,075 Closed
ACM
443
Aster Capital Management
United Arab Emirates
-$40.7K -2,000 Closed
FIA
444
FNY Investment Advisers
New York
-$20K -1,030 Closed
PWPS
445
Pinnacle Wealth Planning Services
Ohio
-$16.2K -796 Closed
CAM
446
Chesapeake Asset Management
New York
-$8.59K -422 Closed
FS
447
Financially Speaking
Colorado
-$3.07K -151 Closed
SEP
448
Signature Equity Partners
Ohio
-$1.71K -84 Closed
PMFA
449
Plante Moran Financial Advisors
Michigan
-$1.12K -55 Closed
CA
450
Clearstead Advisors
Ohio
-$835 -41 Closed