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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
451
SummitTX Capital
Texas
$581K +$567K +6,735 New
LSA
452
Leonteq Securities AG
Switzerland
$580K -$44.4K -527 -7%
PA
453
Pinnacle Associates
New York
$571K +$557K +6,620 New
PWMAG
454
Pinnacle Wealth Management Advisory Group
New Jersey
$568K +$554K +6,587 New
AC
455
AlphaCore Capital
California
$565K +$291K +3,463 +112%
FFM
456
Forum Financial Management
Illinois
$564K
ACH
457
ArrowMark Colorado Holdings
Colorado
$561K
SS
458
Sunbelt Securities
Texas
$558K -$11.1K -132 -2%
N
459
Natixis
France
$557K -$2.28M -27,135 -81%
VF
460
Virtu Financial
New York
$554K +$540K +6,418 New
SO
461
STRS Ohio
Ohio
$551K -$1.84M -21,901 -77%
AFGAS
462
Allegiance Financial Group Advisory Services
Virginia
$550K +$219K +2,607 +69%
BMSSC
463
B. Metzler seel. Sohn & Co
Germany
$548K
MFS
464
Mirabella Financial Services
United Kingdom
$547K +$534K +6,344 New
EAM
465
Erste Asset Management
Austria
$543K +$530K +6,295 New
SFC
466
SYM Financial Corp
Indiana
$543K +$134K +1,595 +34%
EWM
467
Empirical Wealth Management
Washington
$531K +$247K +2,932 +91%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$528K +$187K +2,218 +57%
SAI
469
Savvy Advisors Inc
New York
$526K +$292K +3,465 +132%
OCBCO
470
Oversea-Chinese Banking Corp (OCBC)
Singapore
$523K +$510K +6,062 New
KAS
471
Kestra Advisory Services
Texas
$512K +$9.76K +116 +2%
AG
472
Algert Global
California
$510K +$199K +2,370 +67%
HCM
473
Helios Capital Management
Singapore
$509K
IIM
474
INTECH Investment Management
Florida
$504K -$12.1M -144,326 -96%
AA
475
Ancora Advisors
Ohio
$498K +$377K +4,475 +345%