We are live on ! Find out more
ZETA icon

Zeta Global

309 hedge funds and large institutions have $2.58B invested in Zeta Global in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 115 increasing their positions, 87 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 87

21% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 76

4% more funds holding

Funds holding: 298309 (+11)

8% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $75.9M

8.43% less ownership

Funds ownership: 75.93%67.49% (-8.4%)

44% less capital invested

Capital invested by funds: $4.58B → $2.58B (-$2B)

50% less funds holding in top 10

Funds holding in top 10: 189 (-9)

Holders
309
Holders Change
+11
Holders Change %
+3.69%
% of All Funds
4.07%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
92
Increased
115
Reduced
87
Closed
76
Calls
$69.9M
Puts
$75.9M
Net Calls
-$5.99M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
176
Vontobel Holding
Switzerland
$658K +$924K +36,600 New
ET
177
Entropy Technologies
New York
$648K +$285K +11,270 +45%
PD
178
Point72 (DIFC)
United Arab Emirates
$638K +$896K +35,468 New
RWMG
179
Redwood Wealth Management Group
New Jersey
$638K +$898K +35,563 New
US Bancorp
180
US Bancorp
Minnesota
$633K +$633K +25,059 +247%
CUAMC
181
China Universal Asset Management Company
China
$630K +$884K +35,000 New
SAM
182
Secure Asset Management
Michigan
$622K +$873K +34,561 New
Calamos Advisors
183
Calamos Advisors
Illinois
$616K -$3.28M -129,970 -79%
Stifel Financial
184
Stifel Financial
Missouri
$615K -$255K -10,108 -23%
SO
185
STRS Ohio
Ohio
$603K +$434K +17,200 +106%
VI
186
Versor Investments
New York
$567K +$452K +17,900 +132%
EAM
187
Evanson Asset Management
California
$551K
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$538K +$756K +29,920 New
OAM
189
Oxford Asset Management
United Kingdom
$516K +$725K +28,687 New
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$505K +$166K +6,569 +31%
Walleye Trading
191
Walleye Trading
New York
$502K -$80.9K -3,204 -10%
BPC
192
Bryce Point Capital
New York
$467K +$656K +25,958 New
ADIM
193
Alpha DNA Investment Management
Maryland
$466K +$255K +10,076 +64%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$462K +$605K +23,938 +1,387%
IMRF
195
Illinois Municipal Retirement Fund
Illinois
$456K +$640K +25,347 New
Comerica Bank
196
Comerica Bank
Texas
$445K -$2.01M -79,385 -76%
IWM
197
IHT Wealth Management
Illinois
$442K +$620K +24,560 New
TCG
198
Transcendent Capital Group
Oklahoma
$413K +$122K +4,843 New
BTI
199
Blue Trust Inc
Georgia
$411K +$50.6K +2,002 +10%
LBWM
200
Left Brain Wealth Management
Illinois
$407K +$571K +22,600 New

ZETA Hedge Fund Activity: Q4 2024 in Review

309 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q4 2024, worth a combined $2.58B — down 44% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ZETA positions and 76 closed out — a net gain of 16 holders — while 115 added to existing stakes and 87 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $71.7M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $197M sold.

  • 309 institutional investors held Zeta Global (ZETA) as of Q4 2024, up from 298 in Q3 2024.
  • Funds reported $2.58B of Zeta Global stock for Q4 2024, down 44% quarter-over-quarter.
  • 92 funds opened new Zeta Global positions in Q4 2024 and 76 closed out, a net change of +16 holders.
  • The largest Zeta Global buyer in Q4 2024 was Jacobs Levy Equity Management, an estimated $71.7M added.
  • The largest Zeta Global seller in Q4 2024 was 1832 Asset Management, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2024.