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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
MWM
426
Meridian Wealth Management
Kentucky
$242K -$5.5K -88 -2%
S
427
SignatureFD
Georgia
$240K +$24.2K +387 +13%
MYAM
428
Meiji Yasuda Asset Management
Japan
$238K
ODG
429
O'Dell Group
Ohio
$236K +$211K +3,381 New
IWM
430
IHT Wealth Management
Illinois
$235K -$209K -3,347 -50%
SFC
431
SYM Financial Corp
Indiana
$234K +$210K +3,361 New
IAA
432
Independent Advisor Alliance
North Carolina
$233K -$6.38K -102 -3%
BC
433
Burney Company
Virginia
$232K +$208K +3,325 New
GSIAS
434
Garden State Investment Advisory Services
New Jersey
$230K -$44.6K -713 -18%
FHA
435
Flagship Harbor Advisors
Massachusetts
$230K -$73.9K -1,183 -26%
NPT
436
National Philanthropic Trust
Pennsylvania
$230K -$7.75K -124 -4%
EH
437
Equitable Holdings
New York
$229K +$205K +3,285 New
PI
438
PFG Investments
New York
$228K +$205K +3,275 New
FWIA
439
Fort Washington Investment Advisors
Ohio
$227K +$204K +3,260 New
LS
440
Livforsakringsbolaget Skandia
Sweden
$216K +$150K +2,400 +341%
FFA
441
Farther Finance Advisors
California
$215K +$32.9K +526 +21%
SC
442
Sepio Capital
Utah
$212K +$190K +3,039 New
AAIS
443
ABN AMRO Investment Solutions
$211K +$190K +3,032 New
SWP
444
Stratos Wealth Partners
Ohio
$210K -$34.6K -554 -16%
SAM
445
SP Asset Management
California
$209K +$188K +3,000 New
US Bancorp
446
US Bancorp
Minnesota
$208K +$46.8K +749 +34%
Comerica Bank
447
Comerica Bank
Texas
$206K +$21.6K +345 +13%
GHA
448
GW Henssler & Associates
Georgia
$203K +$182K +2,914 New
WPC
449
Wedmont Private Capital
Pennsylvania
$203K +$186K +2,979 New
CGH
450
Crossmark Global Holdings
Texas
$203K +$181K +2,903 New