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Zions Bancorporation

472 hedge funds and large institutions have $6.25B invested in Zions Bancorporation in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 152 increasing their positions, 177 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $5.3B → $6.25B (+$952M)

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

2.01% more ownership

Funds ownership: 75.95%77.96% (+2%)

1% more funds holding

Funds holding: 469472 (+3)

13% less call options, than puts

Call options by funds: $84M | Put options by funds: $96.4M

14% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 177

Holders
472
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
6.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
67
Increased
152
Reduced
177
Closed
57
Calls
$84M
Puts
$96.4M
Net Calls
-$12.4M
Net Calls Change
-$88.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
301
Beacon Investment Advisory Services
New Jersey
$301K
FIM
302
Fruth Investment Management
Texas
$298K -$32.9K -600 -10%
Lido Advisors
303
Lido Advisors
California
$296K -$9.48K -173 -3%
FPAS
304
Focus Partners Advisor Solutions
Missouri
$293K -$95.4K -1,742 -24%
CPIG
305
Chicago Partners Investment Group
Illinois
$288K +$18.8K +343 +7%
SCA
306
Sippican Capital Advisors
Massachusetts
$285K
NRI
307
NFP Retirement Inc
California
$285K +$287K +5,245 New
SM
308
Salzhauer Michael
$282K
WTC
309
WhitTier Trust Company
Nevada
$281K
FFM
310
Forum Financial Management
Illinois
$278K +$219 +4 +0.1%
FF
311
Fluent Financial
Texas
$277K +$279K +5,098 New
SA
312
Sanctuary Advisors
Indiana
$276K -$3.29K -60 -1%
JIC
313
Johnson Investment Counsel
Ohio
$272K
RP
314
Riverwater Partners
Wisconsin
$268K
Kovitz Investment Group Partners
315
Kovitz Investment Group Partners
Illinois
$264K +$266K +4,853 New
EMFAT
316
Emerald Mutual Fund Advisers Trust
Pennsylvania
$262K -$560K -10,220 -68%
TCM
317
Traynor Capital Management
Pennsylvania
$261K +$1.92K +35 +0.7%
MOS
318
MGO One Seven
Ohio
$258K +$2.03K +37 +0.8%
AWA
319
Aaron Wealth Advisors
Illinois
$257K +$260K +4,741 New
BCP
320
Blackhawk Capital Partners
Wisconsin
$252K -$29.9K -545 -11%
AWP
321
Avid Wealth Partners
Texas
$252K +$1.81K +33 +0.7%
NP
322
NorthRock Partners
Minnesota
$251K -$97.3K -1,776 -28%
MGIA
323
Moneta Group Investment Advisors
Missouri
$250K -$1.86K -34 -0.7%
FTWA
324
Fifth Third Wealth Advisors
Ohio
$250K
GC
325
Guggenheim Capital
Illinois
$247K -$113K -2,058 -31%