658 hedge funds and large institutions have $12B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 240 increasing their positions, 185 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
107
Increased
240
Reduced
185
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
376
Evoke Wealth
California
$376K +$376K +5,393 New
AP
377
Adero Partners
California
$375K -$140K -2,002 -27%
EFG
378
Everhart Financial Group
Ohio
$368K +$110K +1,575 +43%
PCM
379
Prelude Capital Management
New York
$367K -$61.4K -881 -14%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$366K +$66.6K +956 +22%
VI
381
Vestcor Inc
New Brunswick, Canada
$364K
AAA
382
American Alpha Advisors
New York
$362K +$362K +5,195 New
Bank Julius Baer & Co
383
Bank Julius Baer & Co
Switzerland
$362K +$362K +4,375 New
SFG
384
Synergy Financial Group
California
$361K
PFM
385
Privium Fund Management
Netherlands
$359K +$16.4K +235 +5%
GC
386
Globeflex Capital
California
$358K +$358K +5,130 New
VA
387
Verdad Advisers
Massachusetts
$350K +$350K +5,021 New
BA
388
Bristlecone Advisors
Washington
$348K -$201K -2,883 -37%
CWM
389
Concentrum Wealth Management
California
$347K +$2.16K +31 +0.6%
JCIA
390
Jackson Creek Investment Advisors
Colorado
$344K -$10.6K -152 -3%
DF
391
Donoghue Forlines
Massachusetts
$340K +$25.1K +360 +8%
C
392
Covestor
United Kingdom
$332K +$67.8K +974 +26%
TIAM2
393
Tru Independence Asset Management 2
Oregon
$329K +$329K +4,723 New
MIM
394
MetLife Investment Management
New Jersey
$322K +$10.7K +154 +3%
LSA
395
Lansing Street Advisors
Pennsylvania
$321K +$321K +4,600 New
RIM
396
Rakuten Investment Management
Japan
$319K +$81.5K +1,172 +34%
SFI
397
Siemens Fonds Invest
Germany
$318K +$318K +4,558 New
AP
398
Americana Partners
Texas
$313K +$68.9K +988 +28%
FIM
399
Freedom Investment Management
Connecticut
$310K -$22.2K -319 -7%
WAG
400
Wiser Advisor Group
Arizona
$308K +$171K +2,455 +125%