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Zions Bancorporation

497 hedge funds and large institutions have $5.78B invested in Zions Bancorporation in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 189 increasing their positions, 142 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 142

5% more funds holding

Funds holding: 472497 (+25)

0.62% more ownership

Funds ownership: 77.96%78.58% (+0.62%)

8% less capital invested

Capital invested by funds: $6.25B → $5.78B (-$471M)

21% less call options, than puts

Call options by funds: $43.8M | Put options by funds: $55.3M

Holders
497
Holders Change
+25
Holders Change %
+5.3%
% of All Funds
6.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
90
Increased
189
Reduced
142
Closed
56
Calls
$43.8M
Puts
$55.3M
Net Calls
-$11.5M
Net Calls Change
+$890K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$6.38K +$377 +7 +6%
BIA
452
Bell Investment Advisors
California
$6.28K +$808 +15 +14%
FFO
453
Fortitude Family Office
Arizona
$5.88K
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.32K
HCM
455
Hollencrest Capital Management
California
$4.99K
AEPWM
456
Atlantic Edge Private Wealth Management
Florida
$4.59K
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$4.59K +$2.26K +42 +84%
MA
458
MCF Advisors
Kentucky
$4.44K -$8.19K -152 -63%
VWA
459
Valued Wealth Advisors
Utah
$4.21K +$54 +1 +1%
PWMG
460
Prestige Wealth Management Group
New Jersey
$4.19K
GBT
461
Grove Bank & Trust
Florida
$3.34K
BGAI
462
Bruce G. Allen Investments
Colorado
$3.19K -$1.08K -20 -24%
AWM
463
Activest Wealth Management
Florida
$3.14K +$3.39K +63 New
SO
464
Sierra Ocean
California
$2.41K
CAL
465
Capital Advisors Ltd
Ohio
$2K
OAJ
466
Ogorek Anthony Joseph
New York
$2K +$3.18K +59 New
CSC
467
Caldwell Sutter Capital
California
$1.95K
HWP
468
Highline Wealth Partners
California
$1.84K +$1.99K +37 New
OC
469
Oakworth Capital
Alabama
$1.75K
NC
470
NewSquare Capital
Pennsylvania
$1.75K +$1.89K +35 New
SIC
471
SJS Investment Consulting
Ohio
$1.4K
MCM
472
Manchester Capital Management
Vermont
$1.35K +$1.45K +27 New
MSWM
473
Mowery & Schoenfeld Wealth Management
Illinois
$1.26K -$162 -3 -11%
LC
474
Lindbrook Capital
California
$1.05K
AW
475
Avion Wealth
Texas
$1K