510 hedge funds and large institutions have $11.7B invested in Zoom in 2020 Q1 according to their latest regulatory filings, with 323 funds opening new positions, 114 increasing their positions, 57 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+277
Holders Change %
+118.88%
% of All Funds
11.27%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.57%
New
323
Increased
114
Reduced
57
Closed
42
Calls
$1.2B
Puts
$894M
Net Calls
+$305M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
401
Larson Financial Group
Missouri
$48K +$48K +330 New
CHA
402
Carmichael Hill & Associates
Maryland
$47K +$32.3K +220 +220%
TCOV
403
Trust Company of Vermont
Vermont
$47K +$47K +318 New
IFAM
404
Institutional & Family Asset Management
Colorado
$47K +$47K +324 New
TFA
405
Toth Financial Advisory
Virginia
$45K +$21.8K +150 +94%
GWS
406
Glassman Wealth Services
Virginia
$40K +$29.3K +200 +274%
KC
407
Knuff & Co
California
$40K +$40K +275 New
GRP
408
Global Retirement Partners
California
$37K +$22.2K +150 +150%
NSIM
409
North Star Investment Management
Illinois
$35K +$30.6K +210 +700%
TWA
410
TCI Wealth Advisors
Arizona
$35K +$35K +240 New
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$30K +$23.2K +160 +340%
SIAS
412
Shine Investment Advisory Services
Colorado
$30K +$30K +203 New
TL
413
TrueWealth LLC
Georgia
$30K +$30K +207 New
GWMIA
414
Global Wealth Management Investment Advisory
Florida
$29K +$14.6K +101 +101%
FMT
415
First Mercantile Trust
Tennessee
$29K +$29K +200 New
SIA
416
SeaBridge Investment Advisors
New Jersey
$29K +$29K +200 New
DTIM
417
Danda Trouve Investment Management
Kansas
$29K +$29K +200 New
FANJ
418
Financial Architects (New Jersey)
New Jersey
$27K +$27K +183 New
HNB
419
Huntington National Bank
Ohio
$26K +$26K +175 New
BDWM
420
Brewin Dolphin Wealth Management
Ireland
$24.8K +$24.8K +170 New
WT
421
Whittier Trust
California
$24K +$24K +165 New
TC
422
Truvestments Capital
Florida
$24K +$24K +166 New
CT
423
Clearstead Trust
Maine
$23K +$23K +157 New
VCM
424
Versant Capital Management
Arizona
$23K +$23K +163 New
AA
425
Ancora Advisors
Ohio
$22K