665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
451
Steward Partners Investment Advisory
New York
$108K -$75.8K -1,160 -41%
AA
452
Ancora Advisors
Ohio
$96.3K +$25K +382 +35%
AWM
453
Avondale Wealth Management
Texas
$95.6K -$96.1K -1,470 -50%
CCG
454
Ceeto Capital Group
Florida
$95K -$131K -2,000 -58%
BC
455
Belmont Capital
California
$85.4K
NFSG
456
Newbridge Financial Services Group
Florida
$84.6K -$51.3K -785 -38%
CI Investments Inc
457
CI Investments Inc
Ontario, Canada
$83K +$36.8K +565 +80%
PCM
458
Penserra Capital Management
California
$76K +$2.71K +42 +4%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$75.7K +$75.7K +1,169 New
PP
460
Paloma Partners
Connecticut
$68K +$68K +1,040 New
QL
461
Quarry LP
New York
$68K +$18.2K +279 +37%
CI
462
CAZ Investments
Texas
$65K
HWM
463
HighMark Wealth Management
Minnesota
$63.5K
FHA
464
First Horizon Advisors
Tennessee
$60.9K -$59.6K -911 -49%
EWA
465
EverSource Wealth Advisors
Alabama
$60.7K +$8.49K +139 +16%
EDRH
466
Edmond de Rothschild Holding
Switzerland
$59.5K -$31.1K -475 -34%
AA
467
Alta Advisers
United Kingdom
$52.3K
CA
468
CoreCap Advisors
Michigan
$51.8K +$51.8K +793 New
EC
469
EntryPoint Capital
New York
$49.3K -$64K -979 -56%
FRA
470
Front Row Advisors
California
$49.1K
HNB
471
Huntington National Bank
Ohio
$48.6K +$9.15K +140 +23%
TRCT
472
Tower Research Capital (TRC)
New York
$47.3K +$3.07K +47 +7%
LS
473
Livforsakringsbolaget Skandia
Sweden
$46K
CLOS
474
Compagnie Lombard Odier SCmA
Switzerland
$45.8K
GAM
475
Groupama Asset Management
France
$44.5K