934 hedge funds and large institutions have $39B invested in Zoom in 2020 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 355 increasing their positions, 276 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
934
Holders Change
+51
Holders Change %
+5.78%
% of All Funds
16.57%
Holding in Top 10
35
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.22%
% of All Funds
0.62%
New
211
Increased
355
Reduced
276
Closed
149
Calls
$4.3B
Puts
$5.55B
Net Calls
-$1.26B
Net Calls Change
-$1.26B
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
476
Bogart Wealth LLC
Virginia
$739K +$739K +2,193 New
PFS
477
Prospera Financial Services
Texas
$718K -$319K -945 -31%
BL
478
BFSG LLC
California
$718K +$77.9K +231 +12%
VFA
479
Voya Financial Advisors
Connecticut
$717K -$67.2K -190 -9%
AAS
480
Avantax Advisory Services
Texas
$711K -$1.34M -3,962 -65%
JCM
481
Jag Capital Management
Missouri
$708K +$708K +2,100 New
CS
482
Comerica Securities
Michigan
$703K +$7.42K +22 +1%
AGM
483
Alpine Global Management
New York
$700K +$700K +2,076 New
MIC
484
Means Investment Company
Maine
$696K +$245K +567 +54%
CRWM
485
Castle Rock Wealth Management
California
$687K
MA
486
Mutual Advisors
Nebraska
$686K -$98.5K -292 -13%
PFA
487
Pinnacle Family Advisors
Missouri
$686K +$255K +755 +59%
AI
488
Axiom Investors
Connecticut
$685K -$351K -1,042 -34%
JCM
489
Jacobi Capital Management
Pennsylvania
$684K +$681K +2,017 +20,170%
FFN
490
Focus Financial Network
Minnesota
$677K +$88.4K +262 +15%
Koshinski Asset Management
491
Koshinski Asset Management
Illinois
$675K +$50.6K +89 +8%
FMT
492
First Mercantile Trust
Tennessee
$675K +$321K +950 +90%
IAIM
493
International Assets Investment Management
Florida
$667K +$29.4K +87 +5%
B
494
Barings
North Carolina
$665K -$476K -1,410 -42%
VFA
495
Valeo Financial Advisors
Indiana
$664K -$79.6K -236 -11%
CAPTRUST Financial Advisors
496
CAPTRUST Financial Advisors
North Carolina
$662K +$310K +919 +88%
GIA
497
Gladstone Institutional Advisory
Florida
$651K +$225K +668 +53%
BDF
498
Balasa Dinverno & Foltz
$647K +$8.1K +24 +1%
UR
499
USCA RIA
Texas
$641K -$233K -690 -27%
LWAC
500
Laurel Wealth Advisors (California)
California
$640K +$183K +542 +40%