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Zeta Global

310 hedge funds and large institutions have $2.44B invested in Zeta Global in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 97 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+5
Holders Change %
+1.64%
% of All Funds
4.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
67
Increased
120
Reduced
97
Closed
60
Calls
$82.7M
Puts
$105M
Net Calls
-$22.1M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWS
201
Juncture Wealth Strategies
Arizona
$255K -$15K -971 -6%
SBH
202
Segall Bryant & Hamill
Illinois
$254K -$232K -14,991 -48%
LBWM
203
Left Brain Wealth Management
Illinois
$245K +$245K +15,800 New
FAM
204
Fulcrum Asset Management
United Kingdom
$244K +$244K +84,128 New
Truist Financial
205
Truist Financial
North Carolina
$244K +$244K +15,729 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$243K +$9.98K +644 +4%
X
207
Xponance
Pennsylvania
$232K +$10.8K +695 +5%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$231K -$25.1K -1,618 -10%
AWM
209
Apollon Wealth Management
South Carolina
$230K +$230K +14,852 New
SG Americas Securities
210
SG Americas Securities
New York
$227K -$173K -11,152 -43%
MIC
211
Means Investment Company
Maine
$227K
Jacobs Levy Equity Management
212
Jacobs Levy Equity Management
New Jersey
$220K -$13.5M -874,262 -98%
DS
213
DRW Securities
Illinois
$213K +$213K +13,748 New
Principal Financial Group
214
Principal Financial Group
Iowa
$207K -$2.2M -141,748 -91%
JSL
215
JT Stratford LLC
Georgia
$206K -$4.57K -295 -2%
RFA
216
Register Financial Advisors
Georgia
$201K
PA
217
PharVision Advisers
Florida
$199K +$199K +12,835 New
PFW
218
Petros Family Wealth
Minnesota
$197K +$197K +12,701 New
TBA
219
Tower Bridge Advisors
Pennsylvania
$195K
FIA
220
FNY Investment Advisers
New York
$191K +$191K +12,369 New
CC
221
Corton Capital
Ontario, Canada
$182K +$182K +11,727 New
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$180K -$1.23M -79,132 -87%
LCM
223
Landscape Capital Management
New Jersey
$178K +$178K +11,520 New
AC
224
AXQ Capital
New Jersey
$178K +$178K +11,469 New
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$168K -$95.3K -6,152 -36%