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266 hedge funds and large institutions have $2.27B invested in Zillow in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

10% more capital invested

Capital invested by funds: $2.06B → $2.27B (+$208M)

3% more funds holding

Funds holding: 258266 (+8)

1.01% less ownership

Funds ownership: 81.64%80.63% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

46% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 110

60% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $64.2M

Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
4.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
41
Increased
59
Reduced
110
Closed
32
Calls
$25.6M
Puts
$64.2M
Net Calls
-$38.6M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BSC
226
Brown Shipley & Co
United Kingdom
$9.84K
MSFP
227
Mark Sheptoff Financial Planning
Connecticut
$9.84K
FCMT
228
Founders Capital Management (Texas)
Texas
$9.4K -$5.77K -128 -40%
MCM
229
Manchester Capital Management
Vermont
$8.76K
PCTC
230
Perkins Coie Trust Company
Washington
$8.61K
FIA
231
FNY Investment Advisers
New York
$8K
NFSG
232
Newbridge Financial Services Group
Florida
$7.38K
PP
233
PFS Partners
New Jersey
$6.4K +$5.86K +130 New
SWM
234
Spire Wealth Management
Virginia
$5.12K +$180 +4 +4%
HFS
235
HBC Financial Services
Washington
$5K
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$4.33K
CI Investments Inc
237
CI Investments Inc
Ontario, Canada
$4K +$3.47K +77 +3,850%
BIA
238
Bell Investment Advisors
California
$3.99K -$541 -12 -13%
GWSG
239
GPS Wealth Strategies Group
Colorado
$2.95K
2L
240
25 LLC
Missouri
$2.88K
SIC
241
SJS Investment Consulting
Ohio
$2.66K +$45 +1 +2%
IGWM
242
ICA Group Wealth Management
Colorado
$2.46K
BCM
243
Bourgeon Capital Management
Connecticut
$1.57K
GWS
244
Glassman Wealth Services
Virginia
$1.28K
VF
245
VitalStone Financial
Texas
$1K
GRP
246
Global Retirement Partners
California
$984 -$361 -8 -29%
EARNEST Partners
247
EARNEST Partners
Georgia
$886
JWA
248
JFS Wealth Advisors
Pennsylvania
$886
PS
249
PayPay Securities
Japan
$738 -$225 -5 -25%
BWM
250
BerganKDV Wealth Management
Minnesota
$640