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Zions Bancorporation

559 hedge funds and large institutions have $6.65B invested in Zions Bancorporation in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 162 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 162

25% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 64

0% more funds holding

Funds holding: 557559 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less call options, than puts

Call options by funds: $81.9M | Put options by funds: $82.5M

5% less capital invested

Capital invested by funds: $6.98B → $6.65B (-$326M)

2.28% less ownership

Funds ownership: 80.8%78.52% (-2.3%)

Holders
559
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
6.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
80
Increased
234
Reduced
162
Closed
64
Calls
$81.9M
Puts
$82.5M
Net Calls
-$640K
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BH
526
Burk Holdings
Oklahoma
$2.02K +$2.06K +35 New
CAL
527
Capital Advisors Ltd
Ohio
$2K
RWM
528
Rialto Wealth Management
New York
$1.56K +$589 +10 +59%
MSWM
529
Mowery & Schoenfeld Wealth Management
Illinois
$1.45K
FHC
530
First Horizon Corporation
Tennessee
$1.44K
BHWM
531
Bay Harbor Wealth Management
Maryland
$1.44K +$766 +13 +108%
CPG
532
Cornerstone Planning Group
New Jersey
$1.33K +$766 +13 +144%
SWM
533
Spire Wealth Management
Virginia
$1.27K
DF
534
Dunhill Financial
United Kingdom
$1.22K +$118 +2 +11%
SHIM
535
Stone House Investment Management
Pennsylvania
$1.15K
OAJ
536
Ogorek Anthony Joseph
New York
$1K
CAL
537
Capital Analysts LLC
Pennsylvania
$1K +$943 +16 New
CFM
538
Cornerstone Financial Management
Massachusetts
$980
HFS
539
Hughes Financial Services
Virginia
$691
HIA
540
HFM Investment Advisors
New Jersey
$634
NSIM
541
North Star Investment Management
Illinois
$576 -$589 -10 -50%
VWM
542
Vermillion Wealth Management
Minnesota
$576 +$589 +10 New
GIA
543
GHP Investment Advisors
Colorado
$519 +$530 +9 New
IWS
544
Intentional Wealth Strategies
Colorado
$461 +$471 +8 New
NB
545
NBT Bank
New York
$461 +$471 +8 New
TFA
546
Transamerica Financial Advisors
Florida
$444 -$59 -1 -13%
AWM
547
Activest Wealth Management
Florida
$346 +$354 +6 New
AUB
548
Atlantic Union Bankshares
Virginia
$346 +$354 +6 New
AGWCA
549
Annis Gardner Whiting Capital Advisors
Florida
$289 +$295 +5 New
FMP
550
Financial Management Professionals
Texas
$288