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 %
GS
376
Gagnon Securities
New York
$308K +$27.8K +409 +10%
Truist Financial
377
Truist Financial
North Carolina
$307K +$33.7K +497 +12%
NFSG
378
Newbridge Financial Services Group
Florida
$304K +$11.7K +172 +4%
OR
379
Olympiad Research
Connecticut
$297K +$58.6K +863 +25%
AAM
380
Azzad Asset Management
Virginia
$294K +$14.7K +216 +5%
SC
381
Sepio Capital
Utah
$287K +$17.2K +254 +6%
KAS
382
Kestra Advisory Services
Texas
$284K -$25.5K -375 -8%
PCMC
383
Paragon Capital Management (Colorado)
Colorado
$282K
AWM
384
Avitas Wealth Management
California
$278K +$278K +4,101 New
ODIJL
385
One Day In July LLC
Vermont
$277K +$3.67K +54 +1%
SAM
386
SP Asset Management
California
$275K
FTDI
387
First Trust Direct Indexing
Massachusetts
$275K +$275K +4,047 New
CWP
388
Cyndeo Wealth Partners
Florida
$271K +$271K +3,995 New
TC
389
Truvestments Capital
Florida
$269K +$339 +5 +0.1%
IAA
390
Independent Advisor Alliance
North Carolina
$266K -$31K -457 -10%
EM
391
Excalibur Management
Massachusetts
$260K -$10.2K -150 -4%
AMR
392
Asset Management Resources
Massachusetts
$259K -$5.5K -81 -2%
LNC
393
Lincoln National Corp
Pennsylvania
$256K -$20K -295 -7%
OTL
394
Oak Thistle LLC
New York
$255K +$255K +3,754 New
SDH
395
Sloy Dahl & Holst
Washington
$254K +$2.1K +31 +0.8%
MGP
396
Metis Global Partners
California
$254K +$882 +13 +0.3%
WP
397
WMS Partners
Maryland
$252K +$252K +3,711 New
VRM
398
Vectors Research Management
New York
$239K -$12.9K -190 -5%
CCG
399
Ceeto Capital Group
Florida
$234K
GCM
400
Gladstone Capital Management
United Kingdom
$228K -$17.8M -262,232 -99%