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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1.12M +$227K +12,237 +21%
Verition Fund Management
152
Verition Fund Management
Connecticut
$1.11M +$431K +23,283 +50%
LCM
153
Legato Capital Management
California
$1.11M -$948K -51,230 -42%
LCM
154
Landscape Capital Management
New Jersey
$1.1M -$1.5M -80,923 -54%
PPC
155
Pennington Partners & Co
Maryland
$1.05M
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$1.04M +$285K +15,372 +31%
IIM
157
Ironwood Investment Management
Massachusetts
$1.02M -$17.9K -969 -1%
RWMG
158
Redwood Wealth Management Group
New Jersey
$1.02M +$45.2K +2,440 +4%
DADC
159
D.A. Davidson & Co
Montana
$1M -$40.8K -2,201 -3%
TC
160
TwinBeech Capital
New York
$987K +$1.15M +61,992 New
IMC Chicago
161
IMC Chicago
Illinois
$985K -$6.86M -370,507 -86%
EGM
162
Engineers Gate Manager
New York
$984K -$4.35M -235,095 -79%
SS
163
SBI Securities
Japan
$932K -$136K -7,329 -11%
SCM
164
SCS Capital Management
Massachusetts
$928K +$389K +21,022 +56%
IIM
165
INTECH Investment Management
Florida
$926K -$692K -37,353 -39%
Osaic Holdings
166
Osaic Holdings
Arizona
$904K +$494K +26,660 +88%
PFSRSONJ
167
Police & Firemen's Retirement System of New Jersey
New Jersey
$904K +$137K +7,390 +15%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$903K +$1.05M +56,700 New
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$893K +$874K +47,230 +531%
PCM
170
Perkins Capital Management
Minnesota
$890K -$11.1K -600 -1%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$884K +$521K +28,123 +101%
William Blair & Company
172
William Blair & Company
Illinois
$881K -$250K -13,529 -20%
PA
173
Proem Advisors
Texas
$876K
SO
174
STRS Ohio
Ohio
$861K +$918K +49,600 +1,102%
GLA
175
Great Lakes Advisors
Illinois
$851K +$1.02K +55 +0.1%