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 %
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$378K -$13.4K -198 -3%
AIP
352
Ameritas Investment Partners
Nebraska
$377K +$15.2K +224 +4%
EW
353
Evoke Wealth
California
$374K +$2.31K +34 +0.6%
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$374K -$516K -7,595 -58%
VWA
355
V Wealth Advisors
Kansas
$364K +$22.2K +327 +6%
VI
356
Vestcor Inc
New Brunswick, Canada
$361K -$198K -2,918 -35%
EF
357
Empowered Funds
Pennsylvania
$361K +$62.7K +924 +21%
EST
358
EA Series Trust
Pennsylvania
$361K +$361K +5,314 New
Corient Private Wealth
359
Corient Private Wealth
Florida
$361K -$258K -3,802 -42%
AIMCA
360
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$360K
AWM
361
Avondale Wealth Management
Texas
$359K -$120K -1,769 -25%
DF
362
Donoghue Forlines
Massachusetts
$355K +$148K +2,176 +71%
IUHSA
363
Itau Unibanco Holding S.A.
Brazil
$350K +$96.3K +1,419 +38%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$345K
MFG
365
Midwest Financial Group
Kansas
$342K -$1.02K -15 -0.3%
SPM
366
Symmetry Peak Management
Pennsylvania
$339K +$339K +5,000 New
LTAS
367
Linden Thomas Advisory Services
North Carolina
$339K +$19.1K +281 +6%
AAS
368
Avantax Advisory Services
Texas
$334K -$96.7K -1,425 -22%
MIM
369
MetLife Investment Management
New Jersey
$332K -$348K -5,132 -51%
GIA
370
Gateway Investment Advisers
Ohio
$331K +$331K +4,871 New
FRM
371
Fox Run Management
Connecticut
$330K +$330K +4,867 New
KOC
372
Koss-Olinger Consulting
Florida
$320K
MTIM
373
Marathon Trading Investment Management
Pennsylvania
$317K +$277K +4,077 +680%
BC
374
Burney Company
Virginia
$317K -$3.74M -55,042 -92%
CW
375
CreativeOne Wealth
Kansas
$314K -$815 -12 -0.3%