638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
401
Courier Capital
New York
$238K +$2.66K +38 +1%
CL
402
COWA LLC
Oklahoma
$238K +$238K +3,400 New
CUAMC
403
China Universal Asset Management Company
China
$237K +$46.5K +665 +24%
DF
404
Donoghue Forlines
Massachusetts
$236K -$130K -1,852 -35%
SS
405
Simplicity Solutions
Minnesota
$226K +$226K +3,237 New
BFG
406
Bleakley Financial Group
New Jersey
$226K +$226K +3,237 New
PWA
407
Phoenix Wealth Advisors
North Carolina
$224K -$1.68K -24 -0.7%
AWM
408
AE Wealth Management
Kansas
$219K +$219K +3,127 New
MFG
409
Merit Financial Group
Georgia
$214K +$214K +3,055 New
PFS
410
Prospera Financial Services
Texas
$212K +$3.01K +43 +1%
VCP
411
Verus Capital Partners
Arizona
$211K +$211K +3,024 New
CA
412
Cetera Advisors
Colorado
$209K -$14.8K -211 -7%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$208K +$102K +1,459 +96%
WEG
414
World Equity Group
Illinois
$208K -$3.85K -55 -2%
YCM
415
Yousif Capital Management
Michigan
$205K +$205K +2,934 New
PI
416
PFG Investments
New York
$205K +$205K +2,924 New
IAS
417
Insigneo Advisory Services
Florida
$204K +$204K +2,921 New
SGI
418
Summit Global Investments
Utah
$204K +$204K +2,912 New
SMH
419
Sanders Morris Harris
Texas
$202K +$202K +2,900 New
TRCT
420
Tower Research Capital (TRC)
New York
$190K -$1.47M -21,031 -89%
LFG
421
Larson Financial Group
Missouri
$190K +$38.7K +553 +26%
CP
422
Castleview Partners
Texas
$182K -$3.5K -50 -2%
HIIFS
423
Harel Insurance Investments & Financial Services
Israel
$180K -$774K -11,269 -81%
HCA
424
Harbor Capital Advisors
Illinois
$178K
HI
425
Harbour Investments
Wisconsin
$177K +$12.2K +175 +7%