648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
326
Blueshift Asset Management
New Jersey
$494K +$494K +7,273 New
CAN
327
Cetera Advisor Networks
California
$491K -$38.6K -568 -7%
NA
328
NewEdge Advisors
Louisiana
$485K +$336K +4,946 +225%
MFAM
329
Motley Fool Asset Management
Virginia
$473K +$473K +6,962 New
FHA
330
Flagship Harbor Advisors
Massachusetts
$471K -$25.3K -373 -5%
GSIAS
331
Garden State Investment Advisory Services
New Jersey
$464K +$129K +1,895 +38%
CMI
332
Clare Market Investments
Texas
$461K -$234K -3,450 -34%
VPIM
333
Vanguard Personalized Indexing Management
California
$450K -$261K -3,842 -37%
XT
334
XTX Topco
Cayman Islands
$449K +$449K +6,612 New
VanEck Associates
335
VanEck Associates
New York
$443K +$106K +1,561 +31%
PP
336
Prudential plc
United Kingdom
$437K -$159K -2,339 -27%
WS
337
Wedbush Securities
California
$433K -$1.29K -19 -0.3%
AAS
338
Annex Advisory Services
Wisconsin
$432K
TMAM
339
Tokio Marine Asset Management
Japan
$430K +$60.1K +885 +16%
IWM
340
IHT Wealth Management
Illinois
$422K -$13.5K -199 -3%
LCM
341
Lattice Capital Management
Washington
$407K -$6.18K -91 -1%
YMRC
342
Yorktown Management & Research Company
Virginia
$407K +$407K +5,990 New
DAS
343
Dynamic Advisor Solutions
Arizona
$397K +$8.76K +129 +2%
CWM
344
Concentrum Wealth Management
California
$394K
Wealthfront Advisers
345
Wealthfront Advisers
California
$392K -$10K -148 -2%
SFG
346
Synergy Financial Group
California
$391K
CCIA
347
Campbell & Co Investment Adviser
Maryland
$391K +$391K +5,755 New
DGAM
348
Desjardins Global Asset Management
Quebec, Canada
$386K +$386K +5,693 New
Bank Julius Baer & Co
349
Bank Julius Baer & Co
Switzerland
$384K -$39.1K -577 -9%
SAM
350
Shell Asset Management
Netherlands
$383K -$14.3K -211 -4%