689 hedge funds and large institutions have $13.2B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 197 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+51
Holders Change %
+7.99%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
130
Increased
197
Reduced
237
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Shares
Change %
SPM
376
Symmetry Peak Management
Pennsylvania
$358K +$358K +4,973 New
MIM
377
MetLife Investment Management
New Jersey
$356K -$2.01K -28 -0.6%
Wealth Enhancement Advisory Services
378
Wealth Enhancement Advisory Services
Minnesota
$347K -$56.2K -781 -14%
PAG
379
Private Advisor Group
New Jersey
$345K +$345K +4,799 New
IIA
380
IPG Investment Advisors
California
$338K +$338K +4,700 New
AAS
381
Avantax Advisory Services
Texas
$337K -$12.7K -176 -4%
ACM
382
Alpha Capital Management
Texas
$335K +$77.4K +1,077 +30%
PWM
383
Perigon Wealth Management
California
$329K +$329K +4,579 New
CWP
384
Cyndeo Wealth Partners
Florida
$326K +$21.3K +296 +7%
SFG
385
Synergy Financial Group
California
$321K -$101K -1,400 -24%
SAM
386
SP Asset Management
California
$320K
ALAM
387
Asahi Life Asset Management
Japan
$314K +$7.55K +105 +2%
GS
388
Gagnon Securities
New York
$312K +$2.59K +36 +0.8%
Comerica Bank
389
Comerica Bank
Texas
$309K +$21K +292 +7%
LWA
390
Lowe Wealth Advisors
Maryland
$306K -$8.99K -125 -3%
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$301K -$64K -890 -18%
WC
392
Weil Company
California
$299K +$299K +4,163 New
TC
393
Truvestments Capital
Florida
$299K +$8.13K +113 +3%
CA
394
Cetera Advisors
Colorado
$298K +$83.3K +1,158 +39%
YMRC
395
Yorktown Management & Research Company
Virginia
$295K
DS
396
DRW Securities
Illinois
$295K +$295K +4,100 New
EM
397
Excalibur Management
Massachusetts
$290K -$3.67K -51 -1%
ODIJL
398
One Day In July LLC
Vermont
$289K -$47.2K -656 -14%
LFA
399
Legacy Financial Advisors
Kentucky
$288K +$288K +4,000 New
SWP
400
Stratos Wealth Partners
Ohio
$287K -$23.4K -325 -8%