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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
451
UMB Bank
Missouri
$34K -$11.8K -156 -24%
AIM
452
Anchor Investment Management
South Carolina
$33.9K
CCM
453
Cribstone Capital Management
Maine
$33.9K
TWA
454
TCI Wealth Advisors
Arizona
$32.9K -$3.34K -44 -8%
MCC
455
Money Concepts Capital
Florida
$32.4K +$32.4K +427 +821%
HWM
456
HighMark Wealth Management
Minnesota
$32K -$3.8K -50 -10%
Dimensional Fund Advisors
457
Dimensional Fund Advisors
Texas
$26.6K +$5.68M +74,775 +24%
AWM
458
Accurate Wealth Management
Florida
$25.7K +$27.6K +363 New
OWA
459
One Wealth Advisors
California
$25.2K +$28.3K +372 New
AF
460
Allworth Financial
California
$23.5K -$5.09K -67 -16%
QCG
461
Quadrant Capital Group
Ohio
$23.1K -$14.4K -190 -36%
HFM
462
Harvest Fund Management
China
$23K +$22.4K +295 +602%
GI
463
Gradient Investments
Minnesota
$22.7K -$13.2K -174 -34%
QC
464
Quent Capital
New York
$22.1K +$16.8K +221 +210%
OIA
465
Optimum Investment Advisors
Illinois
$22K -$19K -250 -43%
C
466
Covestor
United Kingdom
$22K -$107K -1,412 -81%
CWM
467
CarsonAllaria Wealth Management
Illinois
$22K -$304 -4 -1%
GIA
468
GHP Investment Advisors
Colorado
$20.3K
LS
469
Livforsakringsbolaget Skandia
Sweden
$20.3K
CFD
470
Creative Financial Designs
Indiana
$20.2K
TLCM
471
Twin Lakes Capital Management
California
$20.2K
SIS
472
Sound Income Strategies
Florida
$19.6K
RBC
473
Romano Brothers & Co
Illinois
$18K +$20.1K +265 New
BAM
474
Bellevue Asset Management
Washington
$17.4K
RA
475
Rise Advisors
New York
$17.3K