648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
276
M&T Bank
New York
$923K -$16.5K -243 -2%
IIM
277
INTECH Investment Management
Florida
$906K -$423K -6,238 -32%
DILIC
278
Dai-ichi Life Insurance Company
Japan
$854K
SW
279
SteelPeak Wealth
California
$817K +$118K +1,740 +17%
MWM
280
Mission Wealth Management
California
$815K -$4.48K -66 -0.5%
AG
281
Algert Global
California
$799K +$799K +11,767 New
O
282
Ossiam
France
$799K +$142K +2,098 +22%
Manulife (Manufacturers Life Insurance)
283
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$796K -$181K -2,670 -19%
JPMPWA
284
J.P. Morgan Private Wealth Advisors
California
$790K -$206K -3,041 -21%
RGI
285
River Global Investors
United Kingdom
$770K +$258K +3,810 +51%
OC
286
Oppenheimer & Co
New York
$762K -$151K -2,228 -17%
MAM
287
Martingale Asset Management
Massachusetts
$760K +$81.9K +1,206 +12%
CS
288
Candriam SCA
Luxembourg
$760K -$103K -1,514 -12%
ICP
289
Interchange Capital Partners
Pennsylvania
$725K +$256K +3,758 +54%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$724K +$20.7K +305 +3%
EI
291
Ethic Inc
New York
$722K -$355K -5,232 -33%
B
292
Bellecapital
Switzerland
$706K +$48.8K +719 +7%
LWM
293
Lyell Wealth Management
California
$685K -$263K -3,868 -28%
TA
294
Trivest Advisors
Hong Kong
$679K +$679K +10,000 New
KSCM
295
Kamunting Street Capital Management
Florida
$679K +$679K +10,000 New
F1I
296
Fund 1 Investments
Puerto Rico
$679K +$679K +10,000 New
IP
297
Intellectus Partners
California
$674K +$19.7K +290 +3%
AWM
298
Axxcess Wealth Management
California
$662K +$41.7K +614 +7%
ASN
299
Advisory Services Network
Georgia
$653K -$17.9K -264 -3%
VI
300
Versor Investments
New York
$653K -$562K -8,282 -46%