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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
WWM
476
Whalen Wealth Management
Nevada
$491K -$13.6K -162 -3%
DIM
477
DC Investments Management
Virginia
$488K
CIBC World Market
478
CIBC World Market
Ontario, Canada
$474K +$1.26K +15 +0.3%
VWM
479
Venturi Wealth Management
Texas
$471K +$118K +1,401 +34%
BPCE
480
Bank Pictet & Cie (Europe)
Germany
$469K +$457K +5,435 New
GRP
481
Global Retirement Partners
California
$468K +$426K +5,066 +1,439%
KRW
482
Kaufman Rossin Wealth
Florida
$467K +$169K +2,008 +59%
US Bancorp
483
US Bancorp
Minnesota
$462K -$12.5K -149 -3%
HIP
484
HUB Investment Partners
Texas
$455K +$165K +1,962 +59%
PNC Financial Services Group
485
PNC Financial Services Group
Pennsylvania
$454K -$63.5K -754 -13%
KAM
486
Knightsbridge Asset Management
California
$451K +$440K +5,222 New
JCIA
487
Jackson Creek Investment Advisors
Colorado
$450K -$3.28K -39 -0.7%
WAM
488
Watershed Asset Management
California
$448K +$437K +5,192 New
GC
489
Globeflex Capital
California
$443K
SSA
490
Schonfeld Strategic Advisors
New York
$438K -$419K -4,980 -50%
PAG
491
Private Advisor Group
New Jersey
$434K +$45.2K +537 +12%
LS
492
Livforsakringsbolaget Skandia
Sweden
$430K +$4.88K +58 +2%
FIA
493
FNY Investment Advisers
New York
$430K +$417K +4,953 +14,151%
NWM
494
Northwest Wealth Management
Iowa
$430K +$419K +4,981 New
VT
495
Volterra Technologies
New York
$428K +$418K +4,961 New
LBC
496
Leigh Baldwin & Co
New York
$425K +$88.5K +1,052 +27%
CC
497
Courier Capital
New York
$421K -$58.3K -693 -12%
ACA
498
Atlas Capital Advisors
Wyoming
$415K +$404K +4,804 New
RCA
499
Resonant Capital Advisors
Wisconsin
$411K +$74.3K +883 +23%
BFIM
500
Beese Fulmer Investment Management
Ohio
$410K +$400K +4,748 New