648 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 217 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-17
Holders Change %
-2.56%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
223
Reduced
217
Closed
100
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
351
Clarity Capital Partners
California
$402K -$54.2K -915 -12%
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$401K +$156K +2,629 +63%
TRCT
353
Tower Research Capital (TRC)
New York
$399K +$356K +6,012 +832%
IWM
354
IHT Wealth Management
Illinois
$397K +$23.1K +391 +6%
Pathstone Holdings
355
Pathstone Holdings
New Jersey
$391K +$107K +1,807 +38%
BC
356
Bridgefront Capital
Texas
$384K +$384K +6,496 New
CW
357
CreativeOne Wealth
Kansas
$380K +$380K +6,425 New
BMSSC
358
B. Metzler seel. Sohn & Co
Germany
$376K +$19.2K +325 +5%
OQS
359
Occudo Quantitative Strategies
Florida
$376K +$182K +3,068 +94%
AAS
360
Avantax Advisory Services
Texas
$373K +$10.3K +174 +3%
AAS
361
Annex Advisory Services
Wisconsin
$372K
AI
362
Atom Investors
Texas
$368K -$926K -15,651 -72%
PCM
363
Prelude Capital Management
New York
$364K -$59K -996 -14%
UM
364
UniSuper Management
Australia
$355K +$148K +2,500 +71%
NA
365
NewEdge Advisors
Louisiana
$354K -$171K -2,881 -33%
HCM
366
Helios Capital Management
Singapore
$349K
SM
367
Sciencast Management
New Jersey
$336K -$576K -9,736 -63%
WIM
368
WealthPlan Investment Management
Nebraska
$330K -$37.5K -634 -10%
CL
369
COWA LLC
Oklahoma
$323K -$47.8K -808 -13%
AC
370
Avestar Capital
New York
$321K +$321K +5,419 New
AGM
371
Alpine Global Management
New York
$319K +$319K +5,381 New
VI
372
Vestcor Inc
New Brunswick, Canada
$309K
MFG
373
Merit Financial Group
Georgia
$308K +$51.1K +863 +20%
SFG
374
Synergy Financial Group
California
$306K +$22.7K +384 +8%
AFG
375
Atomi Financial Group
New York
$306K +$20.1K +339 +7%