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 %
AWA
426
Arete Wealth Advisors
Illinois
$232K +$232K +3,226 New
IAA
427
Independent Advisor Alliance
North Carolina
$227K -$45.4K -631 -17%
MCM
428
MAI Capital Management
Ohio
$226K +$226K +3,145 New
OA
429
Oracle Alpha
Ontario, Canada
$222K +$222K +3,086 New
SGI
430
Summit Global Investments
Utah
$220K +$10.6K +147 +5%
YCM
431
Yousif Capital Management
Michigan
$217K +$6.4K +89 +3%
PWA
432
Phoenix Wealth Advisors
North Carolina
$217K -$4.08K -59 -2%
SFI
433
Siemens Fonds Invest
Germany
$216K -$68.1K -947 -24%
PFS
434
Prospera Financial Services
Texas
$216K -$1.51K -21 -0.7%
S
435
SignatureFD
Georgia
$213K -$59.9K -833 -22%
AWM
436
Avondale Wealth Management
Texas
$211K -$277K -3,850 -57%
FTDI
437
First Trust Direct Indexing
Massachusetts
$207K -$69K -960 -25%
PE
438
Point72 Europe
United Kingdom
$207K +$207K +2,881 New
SPIA
439
Steward Partners Investment Advisory
New York
$203K +$34.3K +477 +20%
HCA
440
Harbor Capital Advisors
Illinois
$187K +$3.81K +53 +2%
CUAMC
441
China Universal Asset Management Company
China
$175K -$68.2K -948 -28%
SMFG
442
Sumitomo Mitsui Financial Group
Japan
$175K +$164K +2,242 +1,419%
National Bank of Canada
443
National Bank of Canada
Quebec, Canada
$175K -$6.21M -89,857 -97%
HIIFS
444
Harel Insurance Investments & Financial Services
Israel
$172K -$19.3K -264 -10%
HI
445
Harbour Investments
Wisconsin
$162K -$20.6K -286 -11%
OAM
446
Ostrum Asset Management
France
$161K +$647 +9 +0.4%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$159K -$55K -765 -26%
AIG
448
American International Group
New York
$150K -$1.25M -17,350 -89%
NFSG
449
Newbridge Financial Services Group
Florida
$150K +$150K +2,079 New
US Bancorp
450
US Bancorp
Minnesota
$148K -$111K -1,540 -43%