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 %
JCIA
376
Jackson Creek Investment Advisors
Colorado
$301K +$102K +1,727 +52%
Truist Financial
377
Truist Financial
North Carolina
$296K +$296K +5,001 New
CWM
378
Concentrum Wealth Management
California
$293K -$118 -2 -0%
LCM
379
Laurion Capital Management
New York
$291K +$291K +4,920 New
PFM
380
Privium Fund Management
Netherlands
$287K +$287K +4,915 New
IWC
381
Integrated Wealth Concepts
Massachusetts
$285K +$1.78K +30 +0.6%
FIM
382
Freedom Investment Management
Connecticut
$282K +$282K +4,765 New
MFG
383
Midwest Financial Group
Kansas
$279K -$18.6K -315 -6%
ML
384
McAdam LLC
Pennsylvania
$272K +$272K +4,594 New
DF
385
Donoghue Forlines
Massachusetts
$267K +$8.46K +143 +3%
PWA
386
Prairie Wealth Advisors
Nebraska
$267K -$19.1K -323 -7%
PNC Financial Services Group
387
PNC Financial Services Group
Pennsylvania
$265K +$25.2K +426 +11%
MIM
388
MetLife Investment Management
New Jersey
$264K -$33.4K -565 -11%
EM
389
Excalibur Management
Massachusetts
$257K +$13.7K +232 +6%
BCV
390
Banque Cantonale Vaudoise
Switzerland
$254K +$41.4K +700 +19%
OR
391
Olympiad Research
Connecticut
$249K +$249K +4,208 New
RFM
392
Royal Fund Management
Florida
$249K -$2.45M -41,400 -91%
MFG
393
Menard Financial Group
Texas
$247K +$247K +4,165 New
PI
394
PEAK6 Investments
Illinois
$244K -$3.67M -62,074 -94%
ODIJL
395
One Day In July LLC
Vermont
$238K
GSIAS
396
Garden State Investment Advisory Services
New Jersey
$238K -$183K -3,089 -43%
LFA
397
Legacy Financial Advisors
Kentucky
$237K
CL
398
CSS LLC
Illinois
$237K +$237K +4,000 New
WS
399
Wedbush Securities
California
$228K -$119K -2,006 -34%
C
400
Covestor
United Kingdom
$225K +$106K +1,786 +89%