638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
IG
276
ING Group
Netherlands
$755K +$722K +10,319 +2,172%
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$745K +$355K +5,077 +91%
JPMPWA
278
J.P. Morgan Private Wealth Advisors
California
$744K -$70K -1,001 -9%
IIM
279
INTECH Investment Management
Florida
$728K -$205K -2,933 -22%
QCM
280
QRG Capital Management
Illinois
$713K +$713K +10,192 New
ASN
281
Advisory Services Network
Georgia
$705K +$31.8K +454 +5%
UOC
282
UBS O'Connor
Illinois
$699K -$699K -10,000 -50%
AWM
283
Axxcess Wealth Management
California
$685K +$2.73K +39 +0.4%
IP
284
Intellectus Partners
California
$684K -$10.5K -150 -2%
LWM
285
Lyell Wealth Management
California
$684K -$22K -315 -3%
IAIM
286
International Assets Investment Management
Florida
$667K +$75.8K +1,126 +13%
Aviva
287
Aviva
United Kingdom
$667K -$2.88M -41,161 -81%
Wealthfront Advisers
288
Wealthfront Advisers
California
$663K +$259K +3,697 +64%
CM
289
CastleKnight Management
New York
$657K
ICP
290
Interchange Capital Partners
Pennsylvania
$650K -$95K -1,358 -13%
FA
291
FDx Advisors
Illinois
$650K -$384K -5,493 -37%
HVCM
292
Hel Ved Capital Management
Hong Kong
$643K +$643K +9,200 New
X
293
Xponance
Pennsylvania
$636K +$28K +401 +5%
MTIM
294
Marathon Trading Investment Management
Pennsylvania
$626K +$299K +4,280 +92%
CC
295
Centiva Capital
New York
$624K +$590K +8,438 +1,729%
NIM
296
NEOS Investment Management
Connecticut
$604K +$604K +8,640 New
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$603K +$19K +271 +3%
CAM
298
Claret Asset Management
Quebec, Canada
$589K
KLC
299
Knowledge Leaders Capital
Colorado
$579K +$579K +8,284 New
AAS
300
Ameritas Advisory Services
Nebraska
$578K +$578K +8,299 New