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 %
VPIM
301
Vanguard Personalized Indexing Management
California
$575K +$111K +1,582 +24%
DADC
302
D.A. Davidson & Co
Montana
$559K -$51.3K -733 -8%
KAS
303
Kestra Advisory Services
Texas
$552K +$259K +3,710 +89%
Parallax Volatility Advisers
304
Parallax Volatility Advisers
California
$550K +$550K +7,865 New
Credit Agricole
305
Credit Agricole
France
$549K -$83.6K -1,196 -13%
LW
306
Lauer Wealth
Indiana
$545K +$31.6K +500 +6%
NA
307
NewEdge Advisors
Louisiana
$544K +$44.3K +633 +9%
BPA
308
Beacon Pointe Advisors
California
$541K +$541K +7,731 New
MFAM
309
Motley Fool Asset Management
Virginia
$535K +$48.5K +693 +10%
BJL
310
Brighton Jones LLC
Washington
$534K -$3.5K -50 -0.7%
BA
311
Bristlecone Advisors
Washington
$532K -$70 -1 -0%
CAN
312
Cetera Advisor Networks
California
$530K +$23.9K +342 +5%
MML Investors Services
313
MML Investors Services
Massachusetts
$526K +$1.4K +20 +0.3%
HIM
314
Hillsdale Investment Management
Ontario, Canada
$515K +$515K +7,370 New
CF
315
Cantor Fitzgerald
New York
$515K
AP
316
Adero Partners
California
$512K -$2.1K -30 -0.4%
GSIAS
317
Garden State Investment Advisory Services
New Jersey
$512K +$33.2K +475 +7%
AIP
318
Ameritas Investment Partners
Nebraska
$500K +$112K +1,596 +29%
DAS
319
Dynamic Advisor Solutions
Arizona
$499K +$90.4K +1,293 +22%
Nisa Investment Advisors
320
Nisa Investment Advisors
Missouri
$494K +$328K +4,684 +197%
GCP
321
GSA Capital Partners
United Kingdom
$480K -$159K -2,272 -25%
VF
322
Virtu Financial
New York
$480K +$480K +6,866 New
AWM
323
Avondale Wealth Management
Texas
$474K +$105K +1,500 +28%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$458K -$85.1K -1,217 -16%
TMAM
325
Tokio Marine Asset Management
Japan
$457K +$14K +200 +3%