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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
326
Lattice Capital Management
Washington
$413K
SAM
327
Shell Asset Management
Netherlands
$404K -$174K -2,290 -28%
KAS
328
Kestra Advisory Services
Texas
$403K -$78.8K -1,038 -15%
OC
329
Oppenheimer & Co
New York
$402K +$450K +5,928 New
AWM
330
AE Wealth Management
Kansas
$400K -$765K -10,067 -63%
ICP
331
Interchange Capital Partners
Pennsylvania
$399K -$115K -1,511 -20%
CWM
332
Concentrum Wealth Management
California
$393K +$2.73K +36 +0.6%
SFG
333
Synergy Financial Group
California
$390K -$616K -8,105 -58%
PRC
334
Pearl River Capital
Michigan
$388K +$435K +5,726 New
WP
335
WealthPLAN Partners
Nebraska
$379K +$369K +4,859 New
AIP
336
Ameritas Investment Partners
Nebraska
$378K -$24.1K -317 -6%
WS
337
Wedbush Securities
California
$378K -$56.2K -740 -12%
CB
338
Commerce Bank
Missouri
$375K +$4.56K +60 +1%
EW
339
Evoke Wealth
California
$373K +$1.9K +25 +0.5%
HCA
340
Harbor Capital Advisors
Illinois
$371K -$152 -2 -0%
AAS
341
Avantax Advisory Services
Texas
$347K -$44.4K -585 -10%
DCM
342
DGS Capital Management
New Jersey
$346K -$228 -3 -0.1%
WIM
343
WealthPlan Investment Management
Nebraska
$342K +$6.76K +89 +2%
GPCM
344
Granite Point Capital Management
Massachusetts
$339K +$152K +2,000 +67%
KOC
345
Koss-Olinger Consulting
Florida
$319K -$228 -3 -0.1%
NFSG
346
Newbridge Financial Services Group
Florida
$319K -$24.2K -318 -6%
BCV
347
Banque Cantonale Vaudoise
Switzerland
$318K +$28.1K +370 +9%
CW
348
CreativeOne Wealth
Kansas
$317K +$92.4K +1,217 +35%
Cerity Partners
349
Cerity Partners
New York
$316K +$85.1K +1,120 +32%
WEG
350
World Equity Group
Illinois
$311K -$11.4K -150 -3%