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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
CI
476
CAZ Investments
Texas
$70K
VCM
477
Versant Capital Management
Arizona
$68.8K +$1.38K +22 +2%
HWM
478
HighMark Wealth Management
Minnesota
$67.8K
NFSG
479
Newbridge Financial Services Group
Florida
$66.5K -$15.7K -251 -21%
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
$66.2K +$4.06K +65 +7%
EDRH
481
Edmond de Rothschild Holding
Switzerland
$63.5K
CA
482
CoreCap Advisors
Michigan
$62.7K +$30.6K +490 +120%
AA
483
Alta Advisers
United Kingdom
$55.8K
VWM
484
Venturi Wealth Management
Texas
$53.2K +$17.1K +274 +56%
FRA
485
Front Row Advisors
California
$52.4K
IA
486
IFP Advisors
Florida
$49.9K +$10.7K +171 +31%
HPC
487
HM Payson & Co
Maine
$47.5K
PCMC
488
Planning Capital Management Corporation
Pennsylvania
$45.6K +$1.25K +20 +3%
PS
489
Principal Securities
Iowa
$43K +$9K +144 +30%
SSG
490
Summit Securities Group
New York
$43K +$38.4K +615 New
GI
491
GAMMA Investing
California
$42.3K +$4.19K +67 +12%
TSMHT
492
Thurston Springer Miller Herd & Titak
Indiana
$41.8K
AF
493
Allworth Financial
California
$41.2K +$11.3K +180 +44%
TC
494
Truvestments Capital
Florida
$37.5K +$33.6K +537 New
LFG
495
Larson Financial Group
Missouri
$36.7K +$313 +5 +1%
MB
496
Mizuho Bank
Japan
$36.3K +$32.5K +520 New
FP
497
Financial Perspectives
Minnesota
$33.2K
PP
498
PFS Partners
New Jersey
$29.6K
CLOS
499
Compagnie Lombard Odier SCmA
Switzerland
$27.9K
GRP
500
Global Retirement Partners
California
$27.9K +$9.31K +149 +59%