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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
401
Lansing Street Advisors
Pennsylvania
$321K +$288K +4,600 New
RIM
402
Rakuten Investment Management
Japan
$319K +$73.3K +1,172 +34%
SFI
403
Siemens Fonds Invest
Germany
$318K +$285K +4,558 New
AP
404
Americana Partners
Texas
$313K +$61.8K +988 +28%
FIM
405
Freedom Investment Management
Connecticut
$310K -$19.9K -319 -7%
WAG
406
Wiser Advisor Group
Arizona
$308K +$153K +2,455 +125%
MFG
407
Midwest Financial Group
Kansas
$308K -$18.8K -300 -6%
BTI
408
Blue Trust Inc
Georgia
$302K +$173K +2,760 +118%
MFG
409
Menard Financial Group
Texas
$302K +$10.4K +166 +4%
CHAM
410
Clear Harbor Asset Management
Connecticut
$298K +$267K +4,275 New
FTDI
411
First Trust Direct Indexing
Massachusetts
$290K +$260K +4,155 New
MGP
412
Metis Global Partners
California
$282K +$16.7K +267 +7%
ODIJL
413
One Day In July LLC
Vermont
$280K
LFA
414
Legacy Financial Advisors
Kentucky
$279K
AWM
415
Ariadne Wealth Management
California
$276K +$215K +3,442 New
CA
416
Claro Advisors
Massachusetts
$276K +$247K +3,954 New
AWA
417
Aaron Wealth Advisors
Illinois
$275K +$246K +3,943 New
EM
418
Excalibur Management
Massachusetts
$272K -$27.5K -440 -10%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$270K -$38.2K -611 -14%
VRM
420
Vectors Research Management
New York
$270K +$16K +256 +7%
YCM
421
Yousif Capital Management
Michigan
$266K +$11.9K +190 +5%
PWA
422
Prairie Wealth Advisors
Nebraska
$266K -$43.1K -690 -15%
CC
423
Courier Capital
New York
$251K +$225K +3,596 New
SLAM
424
Swiss Life Asset Management
$247K -$5.44K -87 -2%
II
425
Ibex Investors
Colorado
$244K