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Zeta Global

306 hedge funds and large institutions have $2.03B invested in Zeta Global in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $45.5M | Put options by funds: $37.1M

2.58% more ownership

Funds ownership: 67.49%70.07% (+2.6%)

0% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 70

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

1% less funds holding

Funds holding: 309306 (-3)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less capital invested

Capital invested by funds: $2.58B → $2.03B (-$551M)

Holders
306
Holders Change
-3
Holders Change %
-0.97%
% of All Funds
4.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
70
Increased
107
Reduced
108
Closed
70
Calls
$45.5M
Puts
$37.1M
Net Calls
+$8.38M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$300M -$990K -55,400 -0.2%
BlackRock
2
BlackRock
New York
$227M +$1.42M +79,210 +0.5%
UBS AM
3
UBS AM
Illinois
$85.5M +$99.5M +5,567,201 +753%
GC
4
GPI Capital
New York
$69.7M -$3.95M -220,911 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$69M +$27.7M +1,548,328 +44%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$63.2M +$1.56M +87,377 +2%
State Street
7
State Street
Massachusetts
$60.4M -$869K -48,627 -1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$56.6M +$38.6M +2,161,711 +108%
Renaissance Technologies
9
Renaissance Technologies
New York
$47.4M -$21.8M -1,222,452 -26%
Capital World Investors
10
Capital World Investors
California
$44.2M +$45.2M +2,532,020 +349%
YRHAM
11
Yong Rong (HK) Asset Management
Hong Kong
$38.7M +$51.1M +2,857,500 New
BL
12
BWCP LP
Texas
$35.5M +$23.6M +1,319,273 +102%
GC
13
Greenvale Capital
United Kingdom
$33.9M +$44.7M +2,500,000 New
ClearBridge Investments
14
ClearBridge Investments
New York
$32M +$4.47M +250,464 +12%
FCM
15
Frontier Capital Management
Massachusetts
$29.9M +$39.4M +2,203,379 New
N
16
Nuveen
North Carolina
$28.2M -$2.47M -138,067 -6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$27.8M +$25.7M +1,437,868 +233%
Northern Trust
18
Northern Trust
Illinois
$27.1M -$798K -44,659 -2%
Norges Bank
19
Norges Bank
Norway
$26.2M -$8.41M -470,878 -20%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$25.1M +$7.49M +419,091 +29%
OAM
21
Oberweis Asset Management
Illinois
$25M +$57.2K +3,200 +0.2%
Charles Schwab
22
Charles Schwab
California
$24.3M -$901K -50,426 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$23.6M +$12.2M +681,236 +65%
Two Sigma Investments
24
Two Sigma Investments
New York
$22.2M -$3.76M -210,229 -11%
TI
25
Think Investments
California
$19.1M +$25.2M +1,410,457 New

ZETA Hedge Fund Activity: Q1 2025 in Review

306 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Zeta Global (ZETA) for Q1 2025, worth a combined $2.03B — down 21% from $2.58B a quarter earlier.

Fund positioning in ZETA was balanced in Q1 2025: 70 funds opened new positions, 70 closed out, 107 added to existing stakes and 108 trimmed.

The largest buyer was UBS AM, adding an estimated $99.5M. The largest seller was Arrowstreet Capital, cutting an estimated $55.8M.

  • 306 institutional investors held Zeta Global (ZETA) as of Q1 2025, down from 309 in Q4 2024.
  • Funds reported $2.03B of Zeta Global stock for Q1 2025, down 21% quarter-over-quarter.
  • 70 funds opened new Zeta Global positions in Q1 2025 and 70 closed out, a net change of 0 holders.
  • The largest Zeta Global buyer in Q1 2025 was UBS AM, an estimated $99.5M added.
  • The largest Zeta Global seller in Q1 2025 was Arrowstreet Capital, an estimated $55.8M sold.

Based on aggregated 13F filings for Q1 2025.