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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
351
LECAP Asset Management
United Kingdom
$530K -$1.43M -22,941 -75%
AFCM
352
Applied Finance Capital Management
Puerto Rico
$529K +$23.2K +371 +5%
MWM
353
Mission Wealth Management
California
$527K -$82.5K -1,320 -15%
Wealthfront Advisers
354
Wealthfront Advisers
California
$526K +$471K +7,543 New
CAM
355
CenterStar Asset Management
Illinois
$523K +$468K +7,495 New
Parallax Volatility Advisers
356
Parallax Volatility Advisers
California
$519K +$466K +7,449 New
CF
357
Cantor Fitzgerald
New York
$515K -$39.3K -628 -8%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$501K +$36.5K +584 +9%
IUHSA
359
Itau Unibanco Holding S.A.
Brazil
$497K +$8.19K +131 +2%
CFGS
360
Concourse Financial Group Securities
Alabama
$490K +$11.7K +187 +3%
HC
361
Hara Capital
Washington
$480K +$430K +6,885 New
XT
362
XTX Topco
Cayman Islands
$473K -$1.15M -18,377 -73%
LWM
363
Lyell Wealth Management
California
$462K -$112K -1,799 -21%
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$460K -$1.49M -23,788 -78%
PCA
365
Prospect Capital Advisors
California
$446K -$566K -9,050 -59%
Jones Financial Companies
366
Jones Financial Companies
Missouri
$445K +$400K +6,397 New
AAS
367
Avantax Advisory Services
Texas
$444K +$4.5K +72 +1%
BMSSC
368
B. Metzler seel. Sohn & Co
Germany
$443K
NA
369
NewEdge Advisors
Louisiana
$442K +$22.4K +359 +6%
AFG
370
Atomi Financial Group
New York
$439K +$71.1K +1,137 +22%
AAS
371
Annex Advisory Services
Wisconsin
$438K -$375 -6 -0.1%
CCP
372
Clarity Capital Partners
California
$434K -$35.3K -565 -8%
UM
373
UniSuper Management
Australia
$418K
ATPW
374
Ashton Thomas Private Wealth
Arizona
$417K +$372K +5,953 +29,765%
HCM
375
Helios Capital Management
Singapore
$411K