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Zions Bancorporation
ZION

Overview Fund Activity

489 hedge funds and large institutions have $6.03B invested in Zions Bancorporation in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
-6
Holders Change %
-1.21%
% of All Funds
6.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
65
Increased
181
Reduced
165
Closed
65
Calls
$40M
Puts
$56.5M
Net Calls
-$16.5M
Net Calls Change
-$4.95M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$39.4M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$32M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$31.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$30.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$66.7M
2
FGP
Freestone Grove Partners
California
-$52.4M
3
AIM
Artemis Investment Management
United Kingdom
-$38.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$31.9M
5
UBS Group
UBS Group
Switzerland
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
451
Grove Bank & Trust
Florida
$4.47K +$987 +19 +28%
VWA
452
Valued Wealth Advisors
Utah
$4.43K – – –
PWMG
453
Prestige Wealth Management Group
New Jersey
$4.36K – – –
BGAI
454
Bruce G. Allen Investments
Colorado
$3.38K +$52 +1 +2%
PS
455
Principal Securities
Iowa
$2.7K -$69.7K -1,342 -96%
CSC
456
Caldwell Sutter Capital
California
$2.03K – – –
CAL
457
Capital Advisors Ltd
Ohio
$2K -$690 -10 -26%
AW
458
Avion Wealth
Texas
$2K +$821 +23 +70%
HWP
459
Highline Wealth Partners
California
$1.92K – – –
OC
460
Oakworth Capital
Alabama
$1.82K – – –
CIAM
461
Caitong International Asset Management
Hong Kong
$1.56K -$9.3K -179 -86%
MCM
462
Manchester Capital Management
Vermont
$1.4K – – –
MSWM
463
Mowery & Schoenfeld Wealth Management
Illinois
$1.31K – – –
SO
464
Sierra Ocean
California
$1.21K -$1.31K -25 -52%
SIC
465
SJS Investment Consulting
Ohio
$1.04K -$416 -8 -29%
OAJ
466
Ogorek Anthony Joseph
New York
$1K -$1.68K -37 -63%
LWMI
467
Legacy Wealth Management (Idaho)
Idaho
$935 – – –
LIS
468
Legacy Investment Solutions
Idaho
$935 +$935 +18 New
DF
469
Dunhill Financial
United Kingdom
$787 – – –
HIA
470
HFM Investment Advisors
New Jersey
$623 +$415 +8 +200%
HFS
471
Hughes Financial Services
Virginia
$618 +$52 +1 +9%
CA
472
CoreCap Advisors
Michigan
$571 -$260 -5 -31%
KG
473
Kilter Group
New York
$520 +$520 +10 New
CPG
474
Cornerstone Planning Group
New Jersey
$472 – – –
RWM
475
Rialto Wealth Management
New York
$468 +$468 +9 New
17 18
19
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