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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
326
Amalgamated Bank
New York
$1.49M +$264K +3,142 +22%
MML Investors Services
327
MML Investors Services
Massachusetts
$1.49M +$229K +2,716 +19%
Connor, Clark & Lunn Investment Management (CC&L)
328
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.46M +$1.42M +16,871 New
IC
329
Inscription Capital
Texas
$1.44M +$27.5K +327 +2%
KRS
330
Kentucky Retirement Systems
Kentucky
$1.42M
OQS
331
Occudo Quantitative Strategies
Florida
$1.42M +$699K +8,310 +102%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$879K +10,447 +173%
CAM
333
Cresset Asset Management
Illinois
$1.42M -$126K -1,492 -8%
CIA
334
Caerus Investment Advisors
Texas
$1.41M +$440K +5,228 +47%
KCP
335
Kera Capital Partners
California
$1.4M +$507K +6,024 +66%
CRC
336
Curi RMB Capital
Illinois
$1.4M +$1.37M +16,225 New
HI
337
Harrington Investments
California
$1.4M +$14.2K +169 +1%
CWM
338
Circle Wealth Management
New Jersey
$1.39M
EWA
339
EP Wealth Advisors
California
$1.39M +$1.35M +16,094 New
SC
340
Syon Capital
California
$1.38M +$417K +4,949 +45%
PWM
341
Perigon Wealth Management
California
$1.37M +$101K +1,202 +8%
MG
342
Marex Group
$1.36M -$212K -2,513 -14%
NCNMGF
343
Nano-Cap New Millennium Growth Fund
New York
$1.36M +$1.33M +15,750 New
SFA
344
Sequoia Financial Advisors
Ohio
$1.35M +$364K +4,323 +38%
WIS
345
Wright Investors Service
Connecticut
$1.35M -$3.87K -46 -0.3%
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$1.34M +$40.7K +483 +3%
CL
347
CSS LLC
Illinois
$1.31M -$42.1K -500 -3%
NA
348
NewEdge Advisors
Louisiana
$1.3M +$340K +4,042 +37%
GIA
349
Gateway Investment Advisers
Ohio
$1.3M +$4.8K +57 +0.4%
CS
350
Candriam SCA
Luxembourg
$1.3M -$162K -1,919 -11%