638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
326
Qube Research & Technologies (QRT)
United Kingdom
$455K -$19.8M -283,460 -98%
EF
327
Empowered Funds
Pennsylvania
$455K +$83.2K +1,189 +22%
PP
328
Prudential plc
United Kingdom
$451K
Corient Private Wealth
329
Corient Private Wealth
Florida
$447K +$75.3K +1,076 +20%
AAS
330
Annex Advisory Services
Wisconsin
$445K
CMI
331
Clare Market Investments
Texas
$444K -$31K -443 -7%
Bank Julius Baer & Co
332
Bank Julius Baer & Co
Switzerland
$443K +$46.9K +670 +12%
IWM
333
IHT Wealth Management
Illinois
$442K +$6.92K +99 +2%
WIM
334
WealthPlan Investment Management
Nebraska
$439K +$406K +5,802 +1,240%
GBWM
335
Granite Bay Wealth Management
New Hampshire
$437K +$437K +6,301 New
FHA
336
Flagship Harbor Advisors
Massachusetts
$434K -$51K -729 -11%
MS
337
Maven Securities
Jersey
$432K +$432K +6,170 New
LA
338
LBP AM
France
$431K +$431K +6,162 New
PFO
339
Pathstone Family Office
New Jersey
$422K +$422K +6,034 New
VanEck Associates
340
VanEck Associates
New York
$422K -$35.1K -502 -8%
CC
341
Corton Capital
Ontario, Canada
$412K +$412K +5,886 New
SFG
342
Synergy Financial Group
California
$410K +$7.41K +106 +2%
WS
343
Wedbush Securities
California
$402K -$44.4K -634 -10%
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$393K +$393K +5,613 New
SW
345
SteelPeak Wealth
California
$392K -$450K -6,441 -53%
SAM
346
Shell Asset Management
Netherlands
$387K -$7.42K -106 -2%
CWM
347
Concentrum Wealth Management
California
$382K -$24.5K -350 -6%
VI
348
Vestcor Inc
New Brunswick, Canada
$372K
AIMCA
349
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$371K
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$355K