648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
401
Courier Capital
New York
$228K +$228K +3,364 New
SPA
402
Sherbrooke Park Advisers
New York
$227K +$10K +148 +5%
S
403
SignatureFD
Georgia
$226K +$71.3K +1,050 +46%
WQ
404
Wealth Quarterback
New Jersey
$224K +$224K +3,297 New
NB
405
Norinchukin Bank
Japan
$224K +$815 +12 +0.4%
AIM
406
Aigen Investment Management
New York
$220K -$199K -2,928 -48%
HFM
407
Harvest Fund Management
China
$219K +$68.4K +1,007 +45%
PWA
408
Phoenix Wealth Advisors
North Carolina
$219K -$11.3K -167 -5%
CA
409
Cetera Advisors
Colorado
$217K +$217K +3,200 New
XS
410
XR Securities
Illinois
$214K +$214K +3,156 New
AWS
411
Atria Wealth Solutions
New York
$210K +$210K +3,093 New
WEG
412
World Equity Group
Illinois
$205K +$205K +3,024 New
MC
413
Machina Capital
France
$204K +$204K +3,010 New
CPIG
414
Chicago Partners Investment Group
Illinois
$204K +$204K +2,923 New
PFS
415
Prospera Financial Services
Texas
$202K -$13.9K -205 -6%
FHA
416
First Horizon Advisors
Tennessee
$200K -$12.6K -186 -6%
CUAMC
417
China Universal Asset Management Company
China
$185K +$14.2K +209 +8%
CP
418
Castleview Partners
Texas
$180K +$88.9K +1,309 +97%
HCA
419
Harbor Capital Advisors
Illinois
$173K
LC
420
Lindbrook Capital
California
$170K +$10.5K +155 +7%
US Bancorp
421
US Bancorp
Minnesota
$164K -$220K -3,236 -57%
Nisa Investment Advisors
422
Nisa Investment Advisors
Missouri
$162K -$1.44M -21,208 -90%
HI
423
Harbour Investments
Wisconsin
$160K +$102K +1,498 +174%
SPIA
424
Steward Partners Investment Advisory
New York
$155K -$30.7K -452 -17%
OAM
425
Ostrum Asset Management
France
$152K +$136 +2 +0.1%