651 hedge funds and large institutions have $12.1B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
213
Reduced
200
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
401
Prospera Financial Services
Texas
$235K +$2.88K +39 +1%
FHA
402
First Horizon Advisors
Tennessee
$231K +$20.4K +276 +10%
GSC
403
Ground Swell Capital
South Carolina
$226K +$226K +3,059 New
EI
404
Ellevest Inc
New York
$226K +$42.5K +575 +23%
DF
405
Donoghue Forlines
Massachusetts
$225K -$17K -230 -7%
DCM
406
DGS Capital Management
New Jersey
$223K -$155K -2,096 -41%
CWM
407
CIBC World Markets
New York
$218K -$23.8M -322,973 -99%
SPC
408
Sigma Planning Corp
Michigan
$216K +$216K +2,922 New
MCM
409
MAI Capital Management
Ohio
$215K -$6.72K -91 -3%
VCP
410
Verus Capital Partners
Arizona
$210K +$210K +2,850 New
YCM
411
Yousif Capital Management
Michigan
$210K +$210K +2,844 New
SM
412
STF Management
Texas
$209K +$209K +2,837 New
AAS
413
Ameritas Advisory Services
Nebraska
$209K -$4.53K -68 -2%
EWA
414
EverSource Wealth Advisors
Alabama
$208K +$46.5K +630 +29%
SPIA
415
Steward Partners Investment Advisory
New York
$202K +$58.2K +788 +41%
HCA
416
Harbor Capital Advisors
Illinois
$188K -$216K -2,926 -53%
CUAMC
417
China Universal Asset Management Company
China
$186K +$5.46K +74 +3%
LC
418
Lindbrook Capital
California
$174K -$8.05K -109 -4%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$169K +$32.8K +445 +24%
S
420
SignatureFD
Georgia
$168K -$16.7K -226 -9%
OAM
421
Ostrum Asset Management
France
$165K +$165K +2,239 New
HFM
422
Harvest Fund Management
China
$164K +$139K +1,875 +545%
NA
423
NewEdge Advisors
Louisiana
$162K -$110K -1,496 -40%
CI
424
CAZ Investments
Texas
$162K
CLOS
425
Compagnie Lombard Odier SCmA
Switzerland
$157K