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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
N
201
Natixis
France
$407K +$571K +22,600 New
HighTower Advisors
202
HighTower Advisors
Illinois
$402K -$808 -32 -0.1%
Osaic Holdings
203
Osaic Holdings
Arizona
$401K -$1.92M -76,205 -77%
I
204
INVST
Indiana
$398K -$253K -10,017 -31%
JWS
205
Juncture Wealth Strategies
Arizona
$380K -$2.58K -102 -0.5%
Envestnet Asset Management
206
Envestnet Asset Management
Illinois
$366K -$875K -34,626 -63%
JCM
207
Janney Capital Management
Pennsylvania
$355K +$498K +19,715 New
Cerity Partners
208
Cerity Partners
New York
$353K +$232K +9,186 +112%
AIP
209
Ameritas Investment Partners
Nebraska
$336K +$15K +592 +3%
American Century Companies
210
American Century Companies
Missouri
$331K +$464K +18,387 New
TF
211
Trek Financial
Arizona
$324K -$2.08M -82,483 -82%
BC
212
Bridgefront Capital
Texas
$317K +$446K +17,641 New
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$309K
Robeco Institutional Asset Management
214
Robeco Institutional Asset Management
Netherlands
$307K +$431K +17,079 New
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$307K -$365K -14,432 -46%
CWM
216
CIBC World Markets
New York
$301K +$422K +16,726 New
PP
217
PDT Partners
New York
$297K +$417K +16,500 New
SW
218
SlateStone Wealth
Florida
$292K +$9.09K +360 +2%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$280K -$19.1K -758 -5%
BFM
220
Boothbay Fund Management
New York
$279K +$88.8K +3,515 +29%
Creative Planning
221
Creative Planning
Kansas
$278K -$199K -7,888 -34%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$276K -$24.7K -976 -6%
IC
223
IEQ Capital
California
$268K +$376K +14,898 New
MIC
224
Means Investment Company
Maine
$263K
BFG
225
Bleakley Financial Group
New Jersey
$254K +$16.1K +636 +5%

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.