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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
TSWM
501
Tyler-Stone Wealth Management
Ohio
$9K -$5.85K -77 -38%
WT
502
Whittier Trust
California
$8.74K -$32.7K -430 -77%
SSB
503
Sandy Spring Bank
Maryland
$8.67K -$7.44K -98 -43%
RFA
504
Register Financial Advisors
Georgia
$8.4K +$9.42K +124 New
CYG
505
Clean Yield Group
Vermont
$7.79K
JWA
506
JFS Wealth Advisors
Pennsylvania
$7.59K -$13.4K -176 -61%
AF
507
Advisornet Financial
Minnesota
$7.32K -$19.5K -257 -70%
FP
508
Financial Perspectives
Minnesota
$7.32K
HIA
509
Harbor Investment Advisory
Maryland
$7.18K
HCM
510
Hollencrest Capital Management
California
$7.11K +$7.98K +105 New
PTC
511
Private Trust Company
Ohio
$7K -$24.9K -328 -75%
CT
512
Cambridge Trust
Massachusetts
$7K -$16.3K -215 -68%
BFEC
513
Benjamin F. Edwards & Company
Missouri
$7K -$456 -6 -5%
CSB
514
City State Bank
Iowa
$7K
CFG
515
CKW Financial Group
Hawaii
$7K
CT
516
Clearstead Trust
Maine
$7K
SC
517
Stephens Consulting
Michigan
$6.84K
GFPC
518
Global Financial Private Client
Florida
$6.77K -$38K -500 -83%
TFA
519
Toth Financial Advisory
Virginia
$6.77K -$14.6K -192 -66%
PWMG
520
Prestige Wealth Management Group
New Jersey
$6.77K -$5.32K -70 -41%
ECM
521
Estabrook Capital Management
New York
$6.77K -$532 -7 -7%
IRAG
522
Investment Research & Advisory Group
Georgia
$6.77K
PMFA
523
Plante Moran Financial Advisors
Michigan
$6.77K
SN
524
Sittner & Nelson
Oregon
$6.77K
CTA
525
Colonial Trust Advisors
South Carolina
$6.77K +$7.6K +100 New