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Zeta Global

397 hedge funds and large institutions have $2.88B invested in Zeta Global in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 165 increasing their positions, 110 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $133M | Put options by funds: $70.5M

50% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 110

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

3% more funds holding

Funds holding: 386397 (+11)

0.74% less ownership

Funds ownership: 82.82%82.09% (-0.74%)

21% less capital invested

Capital invested by funds: $3.66B → $2.88B (-$774M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
397
Holders Change
+11
Holders Change %
+2.85%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
77
Increased
165
Reduced
110
Closed
56
Calls
$133M
Puts
$70.5M
Net Calls
+$62M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$22.3M +1,202,940 +7%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$205M +$238M +12,870,889 New
GC
3
Greenvale Capital
United Kingdom
$166M +$62.5M +3,377,334 +48%
VCM
4
Vanguard Capital Management
Pennsylvania
$143M +$167M +8,995,535 New
Capital World Investors
5
Capital World Investors
California
$128M +$56.4M +3,044,860 +61%
DGI
6
Disciplined Growth Investors
Minnesota
$98M +$12.1M +653,064 +12%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$93.5M +$2.05M +110,893 +2%
Goldman Sachs
8
Goldman Sachs
New York
$87.3M -$1.78M -96,069 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$81.9M +$11.3M +608,468 +13%
CAM
10
Contour Asset Management
New York
$80.6M -$113M -6,100,271 -55%
Jane Street
11
Jane Street
New York
$79.2M +$61.6M +3,325,618 +201%
State Street
12
State Street
Massachusetts
$77.8M +$7.65M +413,026 +9%
UBS Group
13
UBS Group
Switzerland
$76.8M +$63.5M +3,432,300 +247%
BL
14
BWCP LP
Texas
$71.8M +$24.5M +1,325,418 +42%
Bank of America
15
Bank of America
North Carolina
$61.4M +$23M +1,244,057 +48%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$45.6M +$22.9M +1,234,412 +76%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.8M +$7.27M +392,484 +19%
Marshall Wace
18
Marshall Wace
United Kingdom
$36.6M +$9.11M +492,087 +27%
Northern Trust
19
Northern Trust
Illinois
$35.4M +$2.63M +141,816 +7%
Morgan Stanley
20
Morgan Stanley
New York
$35.2M +$13.8M +746,288 +51%
ClearBridge Investments
21
ClearBridge Investments
New York
$33.3M -$2.94M -158,582 -7%
SIMG
22
Stephens Investment Management Group
Texas
$32.3M -$196K -10,596 -0.5%
N
23
Nuveen
North Carolina
$30.5M +$1.03M +55,727 +3%
Charles Schwab
24
Charles Schwab
California
$26.8M +$1.07M +57,832 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$26.6M -$6.43M -347,562 -17%