638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
EM
376
Excalibur Management
Massachusetts
$286K +$18.1K +259 +7%
TC
377
Truvestments Capital
Florida
$283K +$5.81K +83 +2%
Comerica Bank
378
Comerica Bank
Texas
$280K +$280K +4,004 New
CPM
379
Connective Portfolio Management
New York
$280K +$280K +4,000 New
AWM
380
Avitas Wealth Management
California
$278K -$8.95K -128 -3%
SFI
381
Siemens Fonds Invest
Germany
$277K -$374K -5,353 -58%
CMTU
382
Capital Markets Trading (UK)
United Kingdom
$273K +$273K +3,901 New
OCBCO
383
Oversea-Chinese Banking Corp (OCBC)
Singapore
$272K +$272K +3,895 New
SDH
384
Sloy Dahl & Holst
Washington
$271K +$8.88K +127 +3%
MC
385
Machina Capital
France
$271K +$60.3K +862 +29%
BFM
386
Boothbay Fund Management
New York
$270K +$270K +3,864 New
FTDI
387
First Trust Direct Indexing
Massachusetts
$269K -$14.1K -202 -5%
AP
388
Americana Partners
Texas
$268K +$268K +3,912 New
NC
389
NinePointTwo Capital
California
$266K +$266K +3,811 New
S
390
SignatureFD
Georgia
$266K +$32.9K +470 +14%
IAA
391
Independent Advisor Alliance
North Carolina
$265K -$9.58K -137 -3%
CMF
392
Counterpoint Mutual Funds
California
$261K +$261K +3,731 New
US Bancorp
393
US Bancorp
Minnesota
$251K +$82.1K +1,174 +49%
ACM
394
Alpha Capital Management
Texas
$251K +$251K +3,586 New
FMAEN1
395
Fund Management at Engine No 1
California
$251K +$251K +3,585 New
Truist Financial
396
Truist Financial
North Carolina
$250K -$65.5K -936 -21%
LNC
397
Lincoln National Corp
Pennsylvania
$250K -$13.4K -191 -5%
XT
398
XTX Topco
Cayman Islands
$245K -$217K -3,102 -47%
CCG
399
Ceeto Capital Group
Florida
$241K
VRM
400
Vectors Research Management
New York
$239K -$2.26K -33 -0.9%