651 hedge funds and large institutions have $12.1B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
213
Reduced
200
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
451
Alta Advisers
United Kingdom
$59.1K
FRA
452
Front Row Advisors
California
$56K
HIIFS
453
Harel Insurance Investments & Financial Services
Israel
$52K -$16.6K -226 -24%
HPC
454
HM Payson & Co
Maine
$49.5K
BEI
455
Benjamin Edwards Inc
Missouri
$49K +$1.69K +23 +4%
KTC
456
Kistler-Tiffany Companies
Pennsylvania
$48.2K +$48.1K +651 +32,550%
CFGS
457
Concourse Financial Group Securities
Alabama
$48K -$3.99K -54 -8%
QL
458
Quarry LP
New York
$48K +$6.94K +94 +17%
AWM
459
Ameliora Wealth Management
Switzerland
$47K
PFP
460
Pinnacle Financial Partners
Tennessee
$46.5K
MTIM
461
Marathon Trading Investment Management
Pennsylvania
$44.3K +$44.3K +600 New
AF
462
Allworth Financial
California
$43.3K +$17.7K +240 +69%
MSFP
463
Mark Sheptoff Financial Planning
Connecticut
$37.7K
AIM
464
Anchor Investment Management
South Carolina
$37K
ECM
465
EMC Capital Management
Texas
$36K -$115K -1,600 -76%
TWA
466
TCI Wealth Advisors
Arizona
$35.3K -$517 -7 -1%
HWM
467
HighMark Wealth Management
Minnesota
$34.9K
GRP
468
Global Retirement Partners
California
$32.8K +$365 +6 +1%
UB
469
UMB Bank
Missouri
$32.7K -$4.06K -55 -11%
IA
470
IFP Advisors
Florida
$28.1K -$116K -1,863 -80%
CWM
471
CarsonAllaria Wealth Management
Illinois
$24.2K +$148 +2 +0.6%
OIA
472
Optimum Investment Advisors
Illinois
$24K
GIA
473
GHP Investment Advisors
Colorado
$22.2K
HWA
474
Heritage Wealth Advisors
Virginia
$22.2K +$22.2K +300 New
LS
475
Livforsakringsbolaget Skandia
Sweden
$22.1K