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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SMH
451
Sanders Morris Harris
Texas
$202K +$181K +2,900 New
YIH
452
Y-Intercept (HK)
Hong Kong
$201K +$181K +2,889 New
CPA
453
Capital Performance Advisors
California
$183K +$164K +2,620 New
ACA
454
Atlas Capital Advisors
Wyoming
$170K +$153K +2,444 New
SAM
455
Smartleaf Asset Management
Massachusetts
$167K +$146K +2,337 +3,488%
OAM
456
Ostrum Asset Management
France
$147K -$957K -15,305 -88%
CF
457
Corebridge Financial
Texas
$137K +$3K +48 +3%
SOW
458
State of Wyoming
Wyoming
$136K -$9.38K -150 -7%
QL
459
Quarry LP
New York
$131K +$5.25K +84 +5%
N
460
Natixis
France
$128K +$101K +1,613 +704%
TRCT
461
Tower Research Capital (TRC)
New York
$128K -$306K -4,900 -73%
HI
462
Harbour Investments
Wisconsin
$126K -$14.3K -229 -11%
AAP
463
Arax Advisory Partners
Colorado
$117K +$19.4K +310 +23%
EWA
464
EverSource Wealth Advisors
Alabama
$113K -$3.63K -58 -3%
CA
465
Clearstead Advisors
Ohio
$105K -$4.94K -79 -5%
CCG
466
Ceeto Capital Group
Florida
$101K
SPIA
467
Steward Partners Investment Advisory
New York
$91.4K -$5.06K -81 -6%
PCM
468
Penserra Capital Management
California
$86K +$1.06K +17 +1%
TWD
469
True Wealth Design
Ohio
$83.3K +$74K +1,184 +10,764%
AIM
470
ARK Investment Management
Florida
$83.1K -$158M -2,520,834 -100%
National Bank of Canada
471
National Bank of Canada
Quebec, Canada
$82.9K -$51.3K -821 -41%
CP
472
Castleview Partners
Texas
$81.7K -$63 -1 -0.1%
CI Investments Inc
473
CI Investments Inc
Ontario, Canada
$81K +$24.8K +397 +52%
AA
474
Ancora Advisors
Ohio
$78.9K -$12.2K -195 -15%
PA
475
Parallel Advisors
California
$72.1K +$32.6K +521 +102%