707 hedge funds and large institutions have $15.3B invested in Zoom in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+49
Holders Change %
+7.45%
% of All Funds
9.41%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
144
Increased
237
Reduced
212
Closed
82
Calls
$1.52B
Puts
$1.05B
Net Calls
+$476M
Net Calls Change
+$372M
Name Holding Trade Value Shares
Change
Shares
Change %
HC
301
Hara Capital
Washington
$1.01M +$445K +5,451 +79%
Wealthfront Advisers
302
Wealthfront Advisers
California
$1M +$386K +4,733 +63%
QT
303
Quantbot Technologies
New York
$994K -$3.22M -39,473 -76%
DILIC
304
Dai-ichi Life Insurance Company
Japan
$992K
PIA
305
Prakash Investment Advisors
Massachusetts
$980K +$980K +12,010 New
M&T Bank
306
M&T Bank
New York
$980K +$34.7K +425 +4%
PRP
307
Peak Retirement Planning
Ohio
$961K +$961K +11,772 New
PFS
308
Prospera Financial Services
Texas
$952K +$952K +11,667 New
GPWM
309
Grant Private Wealth Management
California
$934K +$934K +11,450 New
JSL
310
JT Stratford LLC
Georgia
$934K +$934K +11,447 New
CWM
311
CIBC World Markets
New York
$920K -$271K -3,324 -23%
ACA
312
Atlas Capital Advisors
Wyoming
$914K +$714K +8,754 +358%
PCM
313
Penserra Capital Management
California
$912K +$810K +9,933 +793%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$899K +$79.2K +971 +10%
PA
315
Profund Advisors
Maryland
$893K +$16.4K +201 +2%
AIM
316
Achmea Investment Management
Netherlands
$892K -$319K -3,903 -26%
EI
317
Ethic Inc
New York
$884K -$189K -2,311 -18%
PWM
318
Perigon Wealth Management
California
$866K -$8.1K -102 -0.9%
IIM
319
INTECH Investment Management
Florida
$861K -$256K -3,135 -23%
DWM
320
Dakota Wealth Management
Florida
$849K +$849K +10,408 New
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$843K +$99.8K +1,223 +13%
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$843K -$145K -1,777 -15%
CCIA
323
Campbell & Co Investment Adviser
Maryland
$838K -$1.16M -14,258 -58%
GM
324
GeoWealth Management
Illinois
$829K +$809K +9,919 +4,221%
EP
325
Edgestream Partners
New Jersey
$826K +$826K +10,123 New