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Zeta Global

310 hedge funds and large institutions have $2.45B invested in Zeta Global in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5.49% more ownership

Funds ownership: 69.16%74.65% (+5.5%)

2% more funds holding

Funds holding: 304310 (+6)

21% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $105M

Holders
310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.7M
Puts
$105M
Net Calls
Net Calls Change

Top Buyers

1 +$73.9M
2 +$68.9M
3 +$41.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$37.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$36.9M

Top Sellers

1 -$38.7M
2 -$32.2M
3 -$21.5M
4
TI
Think Investments
California
-$19.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
201
Bridgefront Capital
Texas
$260K
JWS
202
Juncture Wealth Strategies
Arizona
$255K
SBH
203
Segall Bryant & Hamill
Illinois
$254K
LBWM
204
Left Brain Wealth Management
Illinois
$245K
Truist Financial
205
Truist Financial
North Carolina
$244K
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$243K
X
207
Xponance
Pennsylvania
$232K
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$231K
AWM
209
Apollon Wealth Management
South Carolina
$230K
SG Americas Securities
210
SG Americas Securities
New York
$227K
MIC
211
Means Investment Company
Maine
$227K
Jacobs Levy Equity Management
212
Jacobs Levy Equity Management
New Jersey
$220K
DS
213
DRW Securities
Illinois
$213K
Principal Financial Group
214
Principal Financial Group
Iowa
$207K
JSL
215
JT Stratford LLC
Georgia
$206K
RFA
216
Register Financial Advisors
Georgia
$201K
PA
217
PharVision Advisers
Florida
$199K
PFW
218
Petros Family Wealth
Minnesota
$197K
TBA
219
Tower Bridge Advisors
Pennsylvania
$195K
FIA
220
FNY Investment Advisers
New York
$191K
CC
221
Corton Capital
Ontario, Canada
$182K
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$180K
LCM
223
Landscape Capital Management
New Jersey
$178K
AC
224
AXQ Capital
New Jersey
$178K
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$168K