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Zeta Global

306 hedge funds and large institutions have $2.03B invested in Zeta Global in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $37.1M

2.58% more ownership

Funds ownership: 67.49%70.07% (+2.6%)

0% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 70

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

1% less funds holding

Funds holding: 309306 (-3)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less capital invested

Capital invested by funds: $2.58B → $2.03B (-$551M)

Holders
306
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
4.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
70
Increased
107
Reduced
108
Closed
70
Calls
$45.5M
Puts
$37.1M
Net Calls
+$8.38M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Anatole Investment Management
Hong Kong
$18.2M +$23.9M +1,339,969 New
OAM
27
Ophir Asset Management
Australia
$16.9M -$1.16M -65,079 -5%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$16.1M -$11.2M -624,600 -34%
Ameriprise
29
Ameriprise
Minnesota
$15.2M +$5.68M +317,947 +39%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$14.6M +$5.47M +306,229 +40%
SCA
31
Summit Creek Advisors
Minnesota
$14.2M +$4.71M +263,451 +34%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$13.6M -$55.8M -3,125,319 -76%
PAM
33
Panagora Asset Management
Massachusetts
$13.1M -$22.4K -1,255 -0.1%
Goldman Sachs
34
Goldman Sachs
New York
$13.1M -$3.4M -190,019 -16%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$12.3M +$16.2M +908,623 New
Morgan Stanley
36
Morgan Stanley
New York
$12.3M -$37.5M -2,099,308 -70%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$12M -$34.8M -1,948,818 -69%
BMC
38
Battery Management Corp
Massachusetts
$12M
Bank of America
39
Bank of America
North Carolina
$12M +$2.88M +161,401 +22%
GIM
40
Granahan Investment Management
Massachusetts
$11.4M +$3.36M +187,797 +29%
UBS Group
41
UBS Group
Switzerland
$11.4M -$6.4M -358,338 -30%
SIMG
42
Stephens Investment Management Group
Texas
$11M -$237K -13,271 -2%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$11M +$3.17M +177,147 +28%
DSCM
44
Divisadero Street Capital Management
Florida
$10.2M +$13.5M +755,000 New
PCM
45
Portolan Capital Management
Massachusetts
$10.1M +$1.38M +77,489 +12%
PCP
46
P2 Capital Partners
New York
$9.83M +$13M +725,000 New
Franklin Resources
47
Franklin Resources
California
$9.2M -$3.62M -202,814 -23%
AACP
48
Advantage Alpha Capital Partners
California
$8.87M +$5.07M +283,972 +78%
Lazard Asset Management
49
Lazard Asset Management
New York
$7.66M +$1.73M +96,984 +21%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.35M +$3.37M +188,873 +54%

ZETA Hedge Fund Activity: Q1 2025 in Review

306 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q1 2025, worth a combined $2.03B — down 21% from $2.58B a quarter earlier.

Fund positioning in ZETA was balanced in Q1 2025: 70 funds opened new positions, 70 closed out, 107 added to existing stakes and 108 trimmed.

The largest buyer was UBS AM, adding an estimated $99.5M. The largest seller was Arrowstreet Capital, cutting an estimated $55.8M.

  • 306 institutional investors held Zeta Global (ZETA) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.03B of Zeta Global stock for Q1 2025, down 21% quarter-over-quarter.
  • 70 funds opened new Zeta Global positions in Q1 2025 and 70 closed out, a net change of 0 holders.
  • The largest Zeta Global buyer in Q1 2025 was UBS AM, an estimated $99.5M added.
  • The largest Zeta Global seller in Q1 2025 was Arrowstreet Capital, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.