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Zeta Global

395 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, 163 increasing their positions, 110 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.75% less ownership

Funds ownership: 82.82%82.07% (-0.75%)

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
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$133M
Puts
$70.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPI
426
Eddie Patel Inc
Illinois
Pathstone Holdings
427
Pathstone Holdings
New Jersey
JSL
428
JT Stratford LLC
Georgia
MFS
429
Mirabella Financial Services
United Kingdom
BCI
430
Brinker Capital Investments
Pennsylvania
Mackenzie Financial
431
Mackenzie Financial
Ontario, Canada
A
432
AlphaQuest
New York
OSAM
433
O'Shaughnessy Asset Management
Connecticut
WSFS
434
Wilmington Savings Fund Society
Delaware
FGP
435
Freestone Grove Partners
California
MHS
436
M Holdings Securities
Oregon
WANY
437
Wealthspire Advisors (New York)
New York
VIM
438
Vinva Investment Management
Australia
AB
439
Amalgamated Bank
New York
IRAG
440
Investment Research & Advisory Group
Georgia
Twin Tree Management
441
Twin Tree Management
Texas
ACM
442
Aster Capital Management
United Arab Emirates
FIA
443
FNY Investment Advisers
New York
PWPS
444
Pinnacle Wealth Planning Services
Ohio
CAM
445
Chesapeake Asset Management
New York
FS
446
Financially Speaking
Colorado
SEP
447
Signature Equity Partners
Ohio
PMFA
448
Plante Moran Financial Advisors
Michigan
CA
449
Clearstead Advisors
Ohio
CAL
450
Capital Advisors Ltd
Ohio