689 hedge funds and large institutions have $13.2B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 197 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+51
Holders Change %
+7.99%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
130
Increased
197
Reduced
237
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
401
Panoramic Investment Advisors
Colorado
$287K +$287K +3,988 New
VIM
402
Vinva Investment Management
Australia
$286K +$286K +3,918 New
AWM
403
Avitas Wealth Management
California
$284K -$1.58K -22 -0.6%
AP
404
Americana Partners
Texas
$279K -$2.09K -29 -0.7%
SC
405
Sepio Capital
Utah
$278K -$26K -362 -9%
CP
406
Castleview Partners
Texas
$276K +$88.8K +1,235 +47%
WT
407
Whittier Trust
California
$275K +$266K +3,700 +2,960%
NC
408
NinePointTwo Capital
California
$274K
BAM
409
Blueshift Asset Management
New Jersey
$272K +$272K +3,785 New
PTC
410
Petrus Trust Company
Texas
$271K +$271K +3,769 New
AWM
411
Accurate Wealth Management
Florida
$266K +$266K +3,880 New
TFS
412
Thoroughbred Financial Services
Tennessee
$262K +$262K +3,656 New
VCP
413
Verus Capital Partners
Arizona
$261K +$43.7K +608 +20%
VRM
414
Vectors Research Management
New York
$260K +$8.93K +124 +4%
Truist Financial
415
Truist Financial
North Carolina
$259K +$2.01K +28 +0.8%
MGP
416
Metis Global Partners
California
$257K -$45K -626 -15%
BFM
417
Boothbay Fund Management
New York
$255K -$22.9K -318 -8%
IWC
418
Integrated Wealth Concepts
Massachusetts
$254K +$254K +3,539 New
BCA
419
Bay Colony Advisors
Massachusetts
$253K +$253K +3,525 New
SDH
420
Sloy Dahl & Holst
Washington
$251K -$27K -375 -10%
CCG
421
Ceeto Capital Group
Florida
$248K
CC
422
Courier Capital
New York
$248K +$3.24K +45 +1%
LNC
423
Lincoln National Corp
Pennsylvania
$246K -$11.5K -160 -4%
DF
424
Donoghue Forlines
Massachusetts
$234K -$8.7K -121 -4%
AWM
425
AE Wealth Management
Kansas
$234K +$21.8K +322 +10%