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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
Truist Financial
376
Truist Financial
North Carolina
$406K +$51.4K +822 +16%
BMCM
377
Burns Matteson Capital Management
New York
$397K +$356K +5,698 New
ALAM
378
Asahi Life Asset Management
Japan
$395K +$354K +5,660 New
SPA
379
Sherbrooke Park Advisers
New York
$390K -$1.37M -21,970 -80%
GWSA
380
Global Wealth Strategies & Associates
Colorado
$381K +$341K +5,462 New
PMAM
381
Picton Mahoney Asset Management
Ontario, Canada
$377K +$171K +2,733 +102%
EW
382
Evoke Wealth
California
$376K +$337K +5,393 New
AP
383
Adero Partners
California
$375K -$125K -2,002 -27%
EFG
384
Everhart Financial Group
Ohio
$368K +$98.4K +1,575 +43%
PCM
385
Prelude Capital Management
New York
$367K -$55.1K -881 -14%
BCV
386
Banque Cantonale Vaudoise
Switzerland
$366K +$59.8K +956 +22%
VI
387
Vestcor Inc
New Brunswick, Canada
$364K
AAA
388
American Alpha Advisors
New York
$362K +$325K +5,195 New
Bank Julius Baer & Co
389
Bank Julius Baer & Co
Switzerland
$362K +$273K +4,375 New
SFG
390
Synergy Financial Group
California
$361K
PFM
391
Privium Fund Management
Netherlands
$359K +$14.7K +235 +5%
GC
392
Globeflex Capital
California
$358K +$321K +5,130 New
VA
393
Verdad Advisers
Massachusetts
$350K +$314K +5,021 New
BA
394
Bristlecone Advisors
Washington
$348K -$180K -2,883 -37%
CWM
395
Concentrum Wealth Management
California
$347K +$1.94K +31 +0.6%
JCIA
396
Jackson Creek Investment Advisors
Colorado
$344K -$9.5K -152 -3%
DF
397
Donoghue Forlines
Massachusetts
$340K +$22.5K +360 +8%
C
398
Covestor
United Kingdom
$332K +$60.9K +974 +26%
TIAM2
399
Tru Independence Asset Management 2
Oregon
$329K +$295K +4,723 New
MIM
400
MetLife Investment Management
New Jersey
$322K +$9.63K +154 +3%