646 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 248 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-12
Holders Change %
-1.82%
% of All Funds
10.42%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
88
Increased
176
Reduced
248
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ICP
326
Interchange Capital Partners
Pennsylvania
$399K -$102K -1,511 -20%
CWM
327
Concentrum Wealth Management
California
$393K +$2.44K +36 +0.6%
SFG
328
Synergy Financial Group
California
$390K -$549K -8,105 -58%
PRC
329
Pearl River Capital
Michigan
$388K +$388K +5,726 New
WP
330
WealthPLAN Partners
Nebraska
$379K +$379K +4,859 New
AIP
331
Ameritas Investment Partners
Nebraska
$378K -$22.5K -317 -6%
WS
332
Wedbush Securities
California
$378K -$50.1K -740 -12%
CB
333
Commerce Bank
Missouri
$375K +$4.06K +60 +1%
EW
334
Evoke Wealth
California
$373K +$1.69K +25 +0.5%
HCA
335
Harbor Capital Advisors
Illinois
$371K -$135 -2 -0%
AAS
336
Avantax Advisory Services
Texas
$347K -$39.6K -585 -10%
DCM
337
DGS Capital Management
New Jersey
$346K -$203 -3 -0.1%
WIM
338
WealthPlan Investment Management
Nebraska
$342K +$6.81K +89 +2%
GPCM
339
Granite Point Capital Management
Massachusetts
$339K +$135K +2,000 +67%
KOC
340
Koss-Olinger Consulting
Florida
$319K -$203 -3 -0.1%
NFSG
341
Newbridge Financial Services Group
Florida
$319K -$21.5K -318 -6%
BCV
342
Banque Cantonale Vaudoise
Switzerland
$318K +$25.1K +370 +9%
CW
343
CreativeOne Wealth
Kansas
$317K +$82.4K +1,217 +35%
Cerity Partners
344
Cerity Partners
New York
$316K +$75.9K +1,120 +32%
WEG
345
World Equity Group
Illinois
$311K -$10.2K -150 -3%
Acadian Asset Management
346
Acadian Asset Management
Massachusetts
$310K -$141K -2,090 -31%
AG
347
AIA Group
Hong Kong
$309K -$180K -2,661 -37%
PAS
348
Park Avenue Securities
New York
$307K +$40.3K +596 +15%
ODIJL
349
One Day In July LLC
Vermont
$306K -$22.3K -329 -7%
SPA
350
Sherbrooke Park Advisers
New York
$305K +$305K +4,500 New