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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
OC
451
Oakworth Capital
Alabama
$1.9K
SIC
452
SJS Investment Consulting
Ohio
$1.52K -$329 -6 -18%
MSWM
453
Mowery & Schoenfeld Wealth Management
Illinois
$1.52K +$1.53K +28 New
CAS
454
Coppell Advisory Solutions
Texas
$1.41K +$1.42K +26 New
DF
455
Dunhill Financial
United Kingdom
$1.38K +$548 +10 +63%
LC
456
Lindbrook Capital
California
$1.14K
LIS
457
Legacy Investment Solutions
Idaho
$1.03K
LWMI
458
Legacy Wealth Management (Idaho)
Idaho
$1.03K
AW
459
Avion Wealth
Texas
$1K
GKIM
460
GW&K Investment Management
Massachusetts
$1K
TFA
461
Transamerica Financial Advisors
Florida
$1K
PWA
462
Principia Wealth Advisory
Texas
$977 +$986 +18 New
TWD
463
True Wealth Design
Ohio
$977 +$986 +18 New
AssetMark Inc
464
AssetMark Inc
California
$922 +$931 +17 New
BBHC
465
Brown Brothers Harriman & Co
New York
$705
CA
466
CoreCap Advisors
Michigan
$597 -$12.8K -233 -95%
AF
467
Advisornet Financial
Minnesota
$488 -$1.48K -27 -75%
PWM
468
Parkworth Wealth Management
California
$326 +$329 +6 New
WCM
469
WealthTrak Capital Management
Virginia
$272 +$274 +5 New
OSNBOA
470
Old Second National Bank of Aurora
Illinois
$271 +$274 +5 New
NS
471
NBC Securities
Alabama
$86 -$87.1K -1,589 -100%
TFM
472
TFC Financial Management
Massachusetts
$55
YAL
473
Your Advocates Ltd
Texas
$3
D.E. Shaw & Co
474
D.E. Shaw & Co
New York
-$24.9M -454,648 Closed
RIP
475
Rhino Investment Partners
Pennsylvania
-$7.77M -164,473 Closed