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406 hedge funds and large institutions have $7.9B invested in Zillow in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 151 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $990M | Put options by funds: $514M

3.17% more ownership

Funds ownership: 97.52%100.69% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less funds holding

Funds holding: 423406 (-17)

5% less capital invested

Capital invested by funds: $8.36B → $7.9B (-$458M)

17% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 151

25% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 61

Holders
406
Holders Change
-17
Holders Change %
-4.02%
% of All Funds
6.44%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
46
Increased
125
Reduced
151
Closed
61
Calls
$990M
Puts
$514M
Net Calls
+$476M
Net Calls Change
+$353M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
326
Montag & Associates
Georgia
$36.9K +$41.1K +800 New
NFSG
327
Newbridge Financial Services Group
Florida
$36.8K
Bank Julius Baer & Co
328
Bank Julius Baer & Co
Switzerland
$33K +$37K +720 New
HI
329
Harbour Investments
Wisconsin
$32.3K +$2.21K +43 +7%
GRP
330
Global Retirement Partners
California
$27.2K -$24.2K -471 -43%
CWP
331
Concord Wealth Partners
Virginia
$24.7K
NA
332
NewEdge Advisors
Louisiana
$24.7K +$3.03K +59 +12%
DFA
333
DHJJ Financial Advisors
Illinois
$23.8K +$26.5K +516 New
HFM
334
Harvest Fund Management
China
$23K -$47.4K -922 -65%
BWP
335
Baldwin Wealth Partners
Massachusetts
$23K
TCM
336
TD Capital Management
Tennessee
$22.8K
WIM
337
Westside Investment Management
California
$22.6K
FHA
338
First Horizon Advisors
Tennessee
$21.4K -$411 -8 -2%
PA
339
Parallel Advisors
California
$21.1K -$24.8K -482 -51%
RTC
340
Riverview Trust Company
Washington
$19.3K
ACM
341
Antonetti Capital Management
Florida
$16.2K
PCTC
342
Perkins Coie Trust Company
Washington
$16.2K
PFPT
343
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K
First Manhattan
344
First Manhattan
New York
$14.4K -$14.1K -275 -47%
CLOS
345
Compagnie Lombard Odier SCmA
Switzerland
$13.8K -$15.4K -300 -50%
AF
346
Advisornet Financial
Minnesota
$12.8K +$13.2K +257 +1,224%
PAI
347
Pittenger & Anderson Inc
Nebraska
$11.8K -$2.06K -40 -14%
CI Investments Inc
348
CI Investments Inc
Ontario, Canada
$11K +$925 +18 +8%
SWM
349
Spire Wealth Management
Virginia
$10.8K
VWM
350
Venturi Wealth Management
Texas
$10.6K +$11.8K +230 New