638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
TLCM
476
Twin Lakes Capital Management
California
$20.8K
IA
477
IFP Advisors
Florida
$20.4K -$16.9K -241 -45%
GWS
478
Glassman Wealth Services
Virginia
$20.2K +$6.23K +89 +45%
HFS
479
Hantz Financial Services
Michigan
$20K +$3.45K +50 +21%
CWM
480
CarsonAllaria Wealth Management
Illinois
$19.8K -$2.31K -33 -10%
FAM
481
Fred Alger Management
New York
$19.8K +$19.8K +283 New
BAM
482
Bellevue Asset Management
Washington
$18.2K
SS
483
Sunbelt Securities
Texas
$18K +$1.19K +17 +7%
MHR
484
Matthew Hamilton Rosenberg
$17.5K
VWM
485
Venturi Wealth Management
Texas
$17.1K +$17.1K +244 New
Bessemer Group
486
Bessemer Group
New Jersey
$17K -$1.43K -20 -8%
SIS
487
Sound Income Strategies
Florida
$16.9K
BLC
488
Brown, Lisle/Cummings
Rhode Island
$15.7K
PP
489
PFS Partners
New Jersey
$15.7K +$15.7K +225 New
RTC
490
Riverview Trust Company
Washington
$15.7K +$15.7K +224 New
RA
491
Rise Advisors
New York
$15.5K -$1.68K -24 -10%
SN
492
Sittner & Nelson
Oregon
$14.7K
HCM
493
Highlander Capital Management
New Jersey
$14K
HCP
494
Hexagon Capital Partners
Arkansas
$14K
TFM
495
TFC Financial Management
Massachusetts
$13.6K
CCA
496
Catalyst Capital Advisors
New York
$13K +$3.57K +51 +38%
HWP
497
Highline Wealth Partners
California
$12.2K
PFBT
498
Parkside Financial Bank & Trust
Missouri
$11.2K +$2.24K +32 +25%
CA
499
Clearstead Advisors
Ohio
$11.1K +$5.53K +79 +100%
TIM
500
Tortoise Investment Management
New York
$11.1K