651 hedge funds and large institutions have $12.1B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
213
Reduced
200
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
326
Ionic Capital Management
New York
$525K +$525K +7,107 New
AWM
327
Avondale Wealth Management
Texas
$521K +$229K +3,100 +78%
DT
328
Diversified Trust
Tennessee
$510K +$510K +6,901 New
ICP
329
Interchange Capital Partners
Pennsylvania
$509K +$74.6K +1,010 +17%
TCM
330
Teza Capital Management
Illinois
$475K +$475K +6,439 New
IWM
331
IHT Wealth Management
Illinois
$474K -$20.2K -273 -4%
WS
332
Wedbush Securities
California
$472K +$59.8K +810 +15%
JFG
333
Jefferies Financial Group
New York
$472K +$472K +6,388 New
AAS
334
Annex Advisory Services
Wisconsin
$470K
AAS
335
Avantax Advisory Services
Texas
$468K +$89.8K +1,216 +24%
Bank Julius Baer & Co
336
Bank Julius Baer & Co
Switzerland
$461K -$52.2K -706 -10%
GAM
337
Gotham Asset Management
New York
$456K -$1.33M -17,995 -74%
AIM
338
Aigen Investment Management
New York
$455K +$455K +6,162 New
EMG
339
ETF Managers Group
New Jersey
$455K -$595K -8,062 -57%
LCM
340
Lattice Capital Management
Washington
$450K
VIM
341
Vinva Investment Management
Australia
$447K +$447K +6,204 New
CB
342
Commerce Bank
Missouri
$441K +$31.5K +426 +8%
Wealthfront Advisers
343
Wealthfront Advisers
California
$438K +$135K +1,834 +45%
SAM
344
Shell Asset Management
Netherlands
$432K -$8.79K -119 -2%
CWM
345
Concentrum Wealth Management
California
$429K
Cetera Investment Advisers
346
Cetera Investment Advisers
Illinois
$426K -$62.8K -851 -13%
SFG
347
Synergy Financial Group
California
$425K
DAS
348
Dynamic Advisor Solutions
Arizona
$422K +$422K +5,717 New
US Bancorp
349
US Bancorp
Minnesota
$417K +$203K +2,744 +94%
WIM
350
WealthPlan Investment Management
Nebraska
$410K +$80.3K +1,087 +24%