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78 hedge funds and large institutions have $306M invested in Zegna in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

991% more call options, than puts

Call options by funds: $120K | Put options by funds: $11K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

16% more funds holding

Funds holding: 6778 (+11)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

2.74% less ownership

Funds ownership: 17.56%14.82% (-2.7%)

29% less capital invested

Capital invested by funds: $433M → $306M (-$127M)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
28
Increased
20
Reduced
20
Closed
16
Calls
$120K
Puts
$11K
Net Calls
+$109K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$59.9M -$10.7M -1,313,458 -15%
Invesco
2
Invesco
Georgia
$52.7M +$4.75M +581,696 +10%
PIF
3
Public Investment Fund
Saudi Arabia
$48.2M +$17.4M +2,124,128 +57%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$30.7M -$63.1M -7,726,034 -67%
Artisan Partners
5
Artisan Partners
Wisconsin
$22.3M -$6.59M -806,660 -23%
Fidelity International
6
Fidelity International
Bermuda
$13.8M +$2.08M +255,079 +18%
TAM
7
Tabor Asset Management
New York
$7.93M +$6.14M +751,930 +362%
AIM
8
Alpine Investment Management
Hong Kong
$7.1M +$7.02M +859,583 New
UBS Group
9
UBS Group
Switzerland
$6.94M +$6.86M +839,839 +20,995,975%
GH
10
GAM Holding
Switzerland
$5.84M -$559K -68,400 -9%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$4.17M +$4.13M +505,032 New
Two Sigma Investments
12
Two Sigma Investments
New York
$3.87M +$3.13M +383,363 +452%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$3.86M +$2.34M +285,900 +158%
Millennium Management
14
Millennium Management
New York
$3.36M +$2.53M +309,424 +319%
PCM
15
Portolan Capital Management
Massachusetts
$3.35M +$3.32M +405,737 New
QM
16
QVIDTVM Management
Texas
$3.13M +$680K +83,224 +28%
Citadel Advisors
17
Citadel Advisors
Florida
$3.01M +$2.14M +261,933 +256%
EDRH
18
Edmond de Rothschild Holding
Switzerland
$2.97M
N
19
Nuveen
North Carolina
$2.4M -$242K -29,590 -9%
AC
20
Armistice Capital
New York
$2M
ECM
21
ExodusPoint Capital Management
New York
$1.91M +$1.89M +230,825 New
Morgan Stanley
22
Morgan Stanley
New York
$1.74M +$710K +86,887 +70%
CM
23
CastleKnight Management
New York
$1.31M +$429K +52,505 +49%
GCP
24
GSA Capital Partners
United Kingdom
$1.19M +$1.18M +144,598 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$973K -$296K -36,212 -24%

ZGN Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zegna (ZGN) for Q4 2024, worth a combined $306M — down 29% from $433M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ZGN positions and 16 closed out — a net gain of 12 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Public Investment Fund, adding an estimated $17.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $63.1M.

  • 78 institutional investors held Zegna (ZGN) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $306M of Zegna stock for Q4 2024, down 29% quarter-over-quarter.
  • 28 funds opened new Zegna positions in Q4 2024 and 16 closed out, a net change of +12 holders.
  • The largest Zegna buyer in Q4 2024 was Public Investment Fund, an estimated $17.4M added.
  • The largest Zegna seller in Q4 2024 was T. Rowe Price Associates, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2024.