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Zimmer Biomet

945 hedge funds and large institutions have $17.9B invested in Zimmer Biomet in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 267 increasing their positions, 369 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.37% more ownership

Funds ownership: 96.8%100.18% (+3.4%)

1% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 123

2% less funds holding

Funds holding: 966945 (-21)

5% less capital invested

Capital invested by funds: $18.8B → $17.9B (-$975M)

28% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 369

57% less call options, than puts

Call options by funds: $26.5M | Put options by funds: $61.3M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
945
Holders Change
-21
Holders Change %
-2.17%
% of All Funds
11.49%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
122
Increased
267
Reduced
369
Closed
123
Calls
$26.5M
Puts
$61.3M
Net Calls
-$34.8M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1001
Integrated Wealth Concepts
Massachusetts
-$245K -2,485 Closed
V
1002
VeraBank
Texas
-$244K -2,473 Closed
CFG
1003
Citizens Financial Group
Rhode Island
-$238K -2,416 Closed
AWA
1004
A4 Wealth Advisors
North Carolina
-$234K -2,375 Closed
SFC
1005
SYM Financial Corp
Indiana
-$231K -2,349 Closed
HW
1006
Hancock Whitney
Mississippi
-$230K -2,335 Closed
TAM
1007
Trust Asset Management
Texas
-$228K -2,316 Closed
OIA
1008
OneDigital Investment Advisors
Kansas
-$226K -2,296 Closed
EFS
1009
Essex Financial Services
Connecticut
-$224K -2,278 Closed
SCP
1010
Sivia Capital Partners
California
-$220K -2,238 Closed
DO
1011
denkapparat Operations
Germany
-$220K -2,232 Closed
Luther King Capital Management (LKCM)
1012
Luther King Capital Management (LKCM)
Texas
-$219K -2,223 Closed
FB
1013
First Bancorp
Maine
-$217K -2,200 Closed
AIS
1014
AM Investment Strategies
Tennessee
-$217K -2,198 Closed
LCGC
1015
Legacy Capital Group California
California
-$216K -2,191 Closed
VCA
1016
Verdence Capital Advisors
Maryland
-$223K -2,163 Closed
GWSG
1017
GPS Wealth Strategies Group
Colorado
-$212K -2,155 Closed
JIC
1018
Joel Isaacson & Co
New York
-$210K -2,136 Closed
RWA
1019
River Wealth Advisors
Pennsylvania
-$210K -2,135 Closed
PFS
1020
Physicians Financial Services
North Carolina
-$210K -2,129 Closed
RRA
1021
Round Rock Advisors
Connecticut
-$208K -2,107 Closed
GIM
1022
Goelzer Investment Management
Indiana
-$207K -2,100 Closed
HW
1023
HORAN Wealth
Ohio
-$204K -2,075 Closed
CNBT
1024
Canandaigua National Bank & Trust
New York
-$204K -2,074 Closed
CAC
1025
Certified Advisory Corp
Florida
-$204K -2,072 Closed