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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
GWM
326
Geneos Wealth Management
Colorado
$246K -$82.2K -1,500 -25%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$245K +$12.3K +224 +5%
WBG
328
Wharton Business Group
Pennsylvania
$242K
DCM
329
Delta Capital Management
New Jersey
$242K +$244K +4,460 New
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$241K +$244K +4,451 New
WI
331
WJ Interests
Texas
$241K
NP
332
Nilsine Partners
Colorado
$239K +$241K +4,401 New
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$236K
LSAG
334
Lake Street Advisors Group
New Hampshire
$236K -$767 -14 -0.3%
MWM
335
Modern Wealth Management
Kansas
$236K +$238K +4,346 New
SAM
336
Shell Asset Management
Netherlands
$230K -$657 -12 -0.3%
PCM
337
Polymer Capital Management
New York
$229K +$231K +4,219 New
DT
338
Diversified Trust
Tennessee
$228K -$580K -10,595 -72%
SPC
339
Sigma Planning Corp
Michigan
$227K -$150K -2,738 -40%
LNWWM
340
Laird Norton Wetherby Wealth Management
California
$225K +$228K +4,156 New
GT
341
Glenmede Trust
Pennsylvania
$223K +$931 +17 +0.4%
CAM
342
Cresset Asset Management
Illinois
$223K -$1.61M -29,441 -88%
FT
343
Fiduciary Trust
Massachusetts
$220K +$222K +4,049 New
TW
344
TrinityPoint Wealth
Connecticut
$217K -$19.4K -354 -8%
SFP
345
Shepherd Financial Partners
Massachusetts
$215K +$217K +3,960 New
CA
346
Crewe Advisors
Utah
$214K
CF
347
Centaurus Financial
California
$212K +$329 +6 +0.2%
TIA
348
Trust Investment Advisors
Indiana
$212K +$214K +3,901 New
PCIA
349
Prime Capital Investment Advisors
Kansas
$207K +$209K +3,817 New
DWM
350
Diversify Wealth Management
Utah
$201K +$207K +3,774 New