646 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 248 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-12
Holders Change %
-1.82%
% of All Funds
10.42%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
88
Increased
176
Reduced
248
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
451
HighMark Wealth Management
Minnesota
$32K -$3.39K -50 -10%
Dimensional Fund Advisors
452
Dimensional Fund Advisors
Texas
$26.6K +$5.07K +74,775 +24%
AWM
453
Accurate Wealth Management
Florida
$25.7K +$25.7K +363 New
OWA
454
One Wealth Advisors
California
$25.2K +$25.2K +372 New
AF
455
Allworth Financial
California
$23.5K -$4.54K -67 -16%
QCG
456
Quadrant Capital Group
Ohio
$23.1K -$12.9K -190 -36%
HFM
457
Harvest Fund Management
China
$23K +$19.7K +295 +602%
GI
458
Gradient Investments
Minnesota
$22.7K -$11.8K -174 -34%
QC
459
Quent Capital
New York
$22.1K +$15K +221 +210%
OIA
460
Optimum Investment Advisors
Illinois
$22K -$16.9K -250 -43%
C
461
Covestor
United Kingdom
$22K -$93.3K -1,412 -81%
CWM
462
CarsonAllaria Wealth Management
Illinois
$22K -$270 -4 -1%
GIA
463
GHP Investment Advisors
Colorado
$20.3K
LS
464
Livforsakringsbolaget Skandia
Sweden
$20.3K
CFD
465
Creative Financial Designs
Indiana
$20.2K
TLCM
466
Twin Lakes Capital Management
California
$20.2K
SIS
467
Sound Income Strategies
Florida
$19.6K
RBC
468
Romano Brothers & Co
Illinois
$18K +$18K +265 New
BAM
469
Bellevue Asset Management
Washington
$17.4K
RA
470
Rise Advisors
New York
$17.3K
KIG
471
Kessler Investment Group
Indiana
$17K
HFS
472
Hantz Financial Services
Michigan
$16K
RTC
473
Riverview Trust Company
Washington
$16K +$16K +234 New
FFA
474
Fairfield Financial Advisors
Massachusetts
$15.2K -$13.7K -202 -47%
BLC
475
Brown, Lisle/Cummings
Rhode Island
$15.2K