658 hedge funds and large institutions have $12B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 240 increasing their positions, 185 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
107
Increased
240
Reduced
185
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$844K -$116K -1,660 -12%
AC
302
AXQ Capital
New Jersey
$839K +$839K +12,031 New
KPPF
303
Klein Pavlis & Peasley Financial
California
$827K +$827K +11,864 New
VPIM
304
Vanguard Personalized Indexing Management
California
$814K +$101K +1,453 +14%
M&T Bank
305
M&T Bank
New York
$808K +$6.69K +96 +0.8%
APG Asset Management
306
APG Asset Management
Netherlands
$800K -$16.6M -265,576 -95%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$792K +$320K +4,584 +68%
PWM
308
Perigon Wealth Management
California
$767K +$767K +10,999 New
PA
309
Profund Advisors
Maryland
$749K -$355K -5,084 -32%
AA
310
Axiom Advisory
California
$732K +$11.4K +183 +2%
PAM
311
Panagora Asset Management
Massachusetts
$728K -$47.9K -687 -6%
HIM
312
Hillsdale Investment Management
Ontario, Canada
$723K +$105K +1,500 +17%
KJHP
313
K.J. Harrison & Partners
Ontario, Canada
$722K +$722K +10,000 New
GCP
314
GSA Capital Partners
United Kingdom
$712K +$712K +10,211 New
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$700K +$7.46K +107 +1%
SCM
316
Sterling Capital Management
North Carolina
$700K +$700K +10,037 New
IP
317
Intellectus Partners
California
$691K
AG
318
Algert Global
California
$686K +$66.3K +951 +11%
WC
319
Wynn Capital
Georgia
$686K +$37.7K +540 +6%
DLHL
320
Donald L. Hagan LLC
Florida
$672K +$672K +9,636 New
CAM
321
Claret Asset Management
Quebec, Canada
$656K +$1.26K +18 +0.2%
CM
322
CastleKnight Management
New York
$656K
MML Investors Services
323
MML Investors Services
Massachusetts
$655K +$9.2K +132 +1%
A
324
AlphaQuest
New York
$643K +$142K +2,029 +28%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$635K +$32.6K +467 +5%