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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$3.36M -$3.59M -42,673 -52%
CIP
227
Convergence Investment Partners
Florida
$3.36M +$1.4M +16,606 +74%
AM
228
AGF Management
Ontario, Canada
$3.31M -$241K -2,859 -7%
OA
229
Oxbow Advisors
Texas
$3.31M +$3.23M +38,343 New
CG
230
Caprock Group
Idaho
$3.29M +$2.04M +24,217 +174%
KA
231
Kerrisdale Advisers
Florida
$3.26M -$2.26M -26,880 -42%
MAM
232
Monaco Asset Management
Monaco
$3.24M -$210K -2,500 -6%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$3.21M +$425K +5,047 +16%
ATPW
234
Ashton Thomas Private Wealth
Arizona
$3.16M -$3.1M -36,851 -50%
MWM
235
Moran Wealth Management
Florida
$3.13M +$14.9K +177 +0.5%
STA
236
Summit Trail Advisors
New York
$3.11M +$466K +5,531 +18%
QCM
237
Qsemble Capital Management
New York
$2.95M +$1.93M +22,874 +202%
ECM
238
ExodusPoint Capital Management
New York
$2.92M +$2.18M +25,893 +327%
QCM
239
QRG Capital Management
Illinois
$2.91M +$460K +5,460 +19%
AWA
240
Arkadios Wealth Advisors
Georgia
$2.87M -$408K -4,843 -13%
PRP
241
Peak Retirement Planning
Ohio
$2.81M +$527K +6,265 +24%
SCP
242
Sender Company & Partners
New York
$2.7M +$2.63M +31,232 New
TI
243
Tidal Investments
Wisconsin
$2.64M -$48.1K -571 -2%
VOYA Investment Management
244
VOYA Investment Management
Georgia
$2.64M -$541K -6,423 -17%
P
245
PensionDanmark
Denmark
$2.64M +$2.57M +30,588 New
X
246
Xponance
Pennsylvania
$2.61M +$81.5K +968 +3%
DA
247
DCF Advisers
Connecticut
$2.61M +$253K +3,000 +11%
Marshall Wace
248
Marshall Wace
United Kingdom
$2.61M +$1.46M +17,390 +136%
VPIM
249
Vanguard Personalized Indexing Management
California
$2.56M +$321K +3,817 +15%
KF
250
Krilogy Financial
Missouri
$2.54M +$265K +3,147 +13%