707 hedge funds and large institutions have $14.6B invested in Zoom in 2025 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 284 increasing their positions, 208 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
103
Increased
284
Reduced
208
Closed
84
Calls
$672M
Puts
$662M
Net Calls
+$9.93M
Net Calls Change
+$47.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
501
Valeo Financial Advisors
Indiana
$152K +$152K +117,416 New
CI Investments Inc
502
CI Investments Inc
Ontario, Canada
$151K +$33.6K +430 +29%
OAM
503
Ostrum Asset Management
France
$149K -$4.29K -55 -3%
Nisa Investment Advisors
504
Nisa Investment Advisors
Missouri
$124K -$1.73M -22,156 -93%
MTIM
505
Marathon Trading Investment Management
Pennsylvania
$121K +$121K +1,548 New
GI
506
GAMMA Investing
California
$120K +$52.2K +669 +77%
ERSOT
507
Employees Retirement System of Texas
Texas
$118K +$118K +1,513 New
TWD
508
True Wealth Design
Ohio
$117K +$9.67K +124 +9%
SMFG
509
Sumitomo Mitsui Financial Group
Japan
$116K +$116K +1,484 New
AF
510
Allworth Financial
California
$113K +$57.1K +732 +103%
PCM
511
Penserra Capital Management
California
$111K +$12.4K +162 +13%
AA
512
Ancora Advisors
Ohio
$109K +$702 +9 +0.6%
WA
513
Whipplewood Advisors
Colorado
$104K +$103K +1,326 +9,471%
IA
514
IFP Advisors
Florida
$91.5K +$57.8K +741 +172%
HC
515
Hara Capital
Washington
$91.5K -$285K -3,657 -76%
GM
516
GeoWealth Management
Illinois
$88K +$16.5K +211 +23%
LIA
517
Limestone Investment Advisors
New York
$78.9K +$78.9K +1,012 New
SPIA
518
Steward Partners Investment Advisory
New York
$76.6K
HI
519
Harbour Investments
Wisconsin
$76.3K -$68.8K -882 -47%
HWM
520
HighMark Wealth Management
Minnesota
$75.8K
GWSA
521
Global Wealth Strategies & Associates
Colorado
$74.1K
EDRH
522
Edmond de Rothschild Holding
Switzerland
$71K
GWM
523
Geneos Wealth Management
Colorado
$69.9K -$69K -885 -50%
CA
524
CoreCap Advisors
Michigan
$68.5K +$4.06K +52 +6%
BTI
525
Blue Trust Inc
Georgia
$66.8K -$15.8K -202 -19%