707 hedge funds and large institutions have $15.3B invested in Zoom in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+49
Holders Change %
+7.45%
% of All Funds
9.41%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
144
Increased
237
Reduced
212
Closed
82
Calls
$1.52B
Puts
$1.05B
Net Calls
+$476M
Net Calls Change
+$372M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
426
Midwest Financial Group
Kansas
$339K -$21.2K -260 -6%
CPA
427
Capital Performance Advisors
California
$339K +$125K +1,535 +59%
C
428
Covestor
United Kingdom
$333K -$56.9K -696 -15%
OTL
429
Oak Thistle LLC
New York
$331K -$308K -3,770 -48%
PNC Financial Services Group
430
PNC Financial Services Group
Pennsylvania
$330K +$13.7K +168 +4%
LFA
431
Legacy Financial Advisors
Kentucky
$326K
AP
432
Americana Partners
Texas
$325K -$40.8K -500 -11%
ODIJL
433
One Day In July LLC
Vermont
$325K -$3.35K -41 -1%
SQA
434
Simon Quick Advisors
New Jersey
$320K +$320K +3,917 New
AAIS
435
ABN AMRO Investment Solutions
$317K +$69.3K +849 +28%
C
436
Certuity
Florida
$315K +$315K +3,866 New
CPIG
437
Chicago Partners Investment Group
Illinois
$315K +$315K +3,946 New
EM
438
Excalibur Management
Massachusetts
$313K -$5.31K -65 -2%
KCP
439
Kera Capital Partners
California
$311K +$311K +3,811 New
CL
440
Choreo LLC
Illinois
$308K +$308K +3,724 New
AWM
441
Ariadne Wealth Management
California
$301K +$1.22K +14 +0.4%
PWA
442
Prairie Wealth Advisors
Nebraska
$297K -$14.7K -180 -5%
TWC
443
TD Waterhouse Canada
Ontario, Canada
$295K +$270K +3,304 +1,066%
S
444
SignatureFD
Georgia
$290K +$8.65K +106 +3%
VRM
445
Vectors Research Management
New York
$289K -$26.5K -325 -8%
CA
446
Claro Advisors
Massachusetts
$288K -$34.3K -420 -11%
CG
447
Caprock Group
Idaho
$288K +$288K +3,533 New
NAM
448
NorthCrest Asset Manangement
Minnesota
$287K +$287K +3,516 New
Comerica Bank
449
Comerica Bank
Texas
$286K +$44.6K +547 +19%
GWSA
450
Global Wealth Strategies & Associates
Colorado
$286K -$160K -1,962 -36%