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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
376
Jones Financial Companies
Missouri
$1.02M +$109K +1,300 +12%
BW
377
Basepoint Wealth
Iowa
$1.02M -$23.7K -282 -2%
PPW
378
Parcion Private Wealth
Washington
$1.01M +$648K +7,693 +190%
HHGC
379
Hunting Hill Global Capital
New York
$1M +$197K +2,341 +25%
KPWS
380
Kestra Private Wealth Services
Texas
$991K +$712K +8,458 +279%
ASN
381
Advisory Services Network
Georgia
$958K +$786K +9,342 +530%
OL
382
Optas LLC
Texas
$950K +$720K +8,559 +349%
Bank of Montreal
383
Bank of Montreal
Ontario, Canada
$946K +$246K +2,918 +36%
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$939K -$13.8M -163,568 -94%
JSSH
385
J. Safra Sarasin Holding
$939K +$916K +10,879 New
LIP
386
Lighthouse Investment Partners
Florida
$934K +$911K +10,826 New
WW
387
Winnow Wealth
Texas
$930K -$38.9K -462 -4%
RIM
388
Rakuten Investment Management
Japan
$928K +$171K +2,036 +23%
CL
389
Choreo LLC
Illinois
$928K +$81.2K +965 +10%
WA
390
Waverly Advisors
Alabama
$912K +$428K +5,089 +93%
CAU
391
Caxton Associates (UK)
$907K +$885K +10,512 New
HSA
392
Hussman Strategic Advisors
Maryland
$906K -$1.24M -14,700 -58%
SG
393
Sherry Group
Arkansas
$894K +$872K +10,356 New
JTWM
394
Jackson Thornton Wealth Management
Alabama
$882K +$266K +3,163 +44%
WC
395
Wynn Capital
Georgia
$878K -$21.6K -257 -2%
HFM
396
Harvest Fund Management
China
$870K +$399K +4,738 +84%
AIA
397
Affinity Investment Advisors
California
$865K +$34.8K +413 +4%
VCM
398
Versant Capital Management
Arizona
$863K +$141K +1,679 +20%
TMAM
399
Tokio Marine Asset Management
Japan
$860K +$91.9K +1,092 +12%
PA
400
PFG Advisors
Arizona
$841K +$758 +9 +0.1%