648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
451
Benjamin Edwards Inc
Missouri
$48K +$3.04K +45 +7%
CLOS
452
Compagnie Lombard Odier SCmA
Switzerland
$47.5K -$96.7K -1,425 -67%
HPC
453
HM Payson & Co
Maine
$45.6K +$136 +2 +0.3%
TWC
454
TD Waterhouse Canada
Ontario, Canada
$45.3K -$12.8K -166 -22%
KTC
455
Kistler-Tiffany Companies
Pennsylvania
$44.3K
CFGS
456
Concourse Financial Group Securities
Alabama
$43.7K -$407 -6 -0.9%
AWM
457
Ameliora Wealth Management
Switzerland
$43.2K
PFP
458
Pinnacle Financial Partners
Tennessee
$42.8K
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$40K -$58.7K -874 -59%
GRP
460
Global Retirement Partners
California
$36.6K
IA
461
IFP Advisors
Florida
$36.2K +$5.43K +80 +18%
MSFP
462
Mark Sheptoff Financial Planning
Connecticut
$34.6K
CC
463
Centiva Capital
New York
$33.1K +$33.1K +488 New
FP
464
Financial Perspectives
Minnesota
$32.3K +$25K +368 +341%
IG
465
ING Group
Netherlands
$32.2K -$1.33M -19,654 -98%
HWM
466
HighMark Wealth Management
Minnesota
$32K
WIM
467
WealthPlan Investment Management
Nebraska
$31.8K -$346K -5,090 -92%
UB
468
UMB Bank
Missouri
$30.1K
HNB
469
Huntington National Bank
Ohio
$23.9K +$8.28K +122 +53%
WP
470
WealthPLAN Partners
Nebraska
$23.3K +$23.3K +343 New
QL
471
Quarry LP
New York
$22.9K -$21.2K -313 -48%
OIA
472
Optimum Investment Advisors
Illinois
$22.1K
CWM
473
CarsonAllaria Wealth Management
Illinois
$21.5K -$815 -12 -4%
AAM
474
Advisors Asset Management
Colorado
$20.6K -$35.2K -519 -63%
LS
475
Livforsakringsbolaget Skandia
Sweden
$20.4K