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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$399M +$12.4M +489,499 +2%
BlackRock
2
BlackRock
New York
$300M +$13.1M +518,379 +3%
GC
3
GPI Capital
New York
$96.5M
Renaissance Technologies
4
Renaissance Technologies
New York
$84.9M +$59.2M +2,345,562 +99%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$82.5M +$7.74M +306,592 +7%
State Street
6
State Street
Massachusetts
$81M +$8.02M +317,393 +8%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$74.3M +$56.7M +2,244,953 +119%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$63.7M -$528K -20,905 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
$54.1M +$17M +674,867 +29%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$51M +$71.7M +2,837,251 New
Norges Bank
11
Norges Bank
Norway
$43.2M -$8.53M -337,626 -12%
N
12
Nuveen
North Carolina
$39.8M -$2.61M -103,176 -4%
ClearBridge Investments
13
ClearBridge Investments
New York
$38M -$22.7M -897,346 -30%
Northern Trust
14
Northern Trust
Illinois
$36.7M +$7.1M +281,251 +16%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$36.2M +$21.2M +840,285 +72%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$33.2M -$97.6M -3,862,362 -68%
Two Sigma Investments
17
Two Sigma Investments
New York
$33.2M +$43.2M +1,709,654 +1,241%
OAM
18
Oberweis Asset Management
Illinois
$33.1M +$5.96M +235,910 +15%
Charles Schwab
19
Charles Schwab
California
$33.1M +$2.44M +96,640 +6%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$32.6M +$45.7M +1,810,500 New
Man Group
21
Man Group
United Kingdom
$28M +$39.3M +1,557,008 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$25.8M -$13M -512,714 -26%
OAM
23
Ophir Asset Management
Australia
$23.6M +$21.3M +843,575 +180%
BL
24
BWCP LP
Texas
$23.3M +$6.86M +271,708 +27%
UBS Group
25
UBS Group
Switzerland
$21.6M +$13.6M +540,372 +82%

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.