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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
476
Kessler Investment Group
Indiana
$17K
HFS
477
Hantz Financial Services
Michigan
$16K
RTC
478
Riverview Trust Company
Washington
$16K +$17.8K +234 New
FFA
479
Fairfield Financial Advisors
Massachusetts
$15.2K -$15.3K -202 -47%
BLC
480
Brown, Lisle/Cummings
Rhode Island
$15.2K
TPCW
481
TD Private Client Wealth
New York
$15K +$1.14K +15 +7%
PFBT
482
Parkside Financial Bank & Trust
Missouri
$14.6K +$6.38K +84 +64%
HCM
483
Highlander Capital Management
New Jersey
$14K
FFA
484
Farther Finance Advisors
California
$13.8K +$15.4K +203 New
HCP
485
Hexagon Capital Partners
Arkansas
$13.5K
EE
486
EWG Elevate
California
$13.5K +$15.2K +200 New
CCA
487
Catalyst Capital Advisors
New York
$13K -$61.1K -805 -81%
Bessemer Group
488
Bessemer Group
New Jersey
$13K -$17.3K -228 -54%
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.2K
VCM
490
Versant Capital Management
Arizona
$12.1K +$2.43K +32 +22%
HWP
491
Highline Wealth Partners
California
$11.9K
HNB
492
Huntington National Bank
Ohio
$11.9K
SIC
493
Salem Investment Counselors
North Carolina
$11K
TIM
494
Tortoise Investment Management
New York
$10.7K
BWA
495
BDO Wealth Advisors
Florida
$10.6K
CCA
496
Column Capital Advisors
Indiana
$10.2K
SWM
497
Sanctuary Wealth Management
Idaho
$10.2K +$11.4K +150 New
SBL
498
Sargent Bickham Lagudis
Colorado
$10K
MWM
499
MinichMacGregor Wealth Management
New York
$9.14K +$10.3K +135 New
CHA
500
Carmichael Hill & Associates
Maryland
$9.01K -$11.4K -150 -53%