651 hedge funds and large institutions have $12.1B invested in Zoom in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+5
Holders Change %
+0.77%
% of All Funds
10.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
94
Increased
213
Reduced
200
Closed
74
Calls
$990M
Puts
$1.36B
Net Calls
-$371M
Net Calls Change
-$550M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
501
Tortoise Investment Management
New York
$11.7K
BWA
502
BDO Wealth Advisors
Florida
$11.6K
FFA
503
Fairfield Financial Advisors
Massachusetts
$11.5K -$4.68K -65 -29%
CCA
504
Column Capital Advisors
Indiana
$11.2K
WWP
505
WR Wealth Planners
Missouri
$10.9K +$8.12K +110 +289%
CCA
506
Catalyst Capital Advisors
New York
$10.9K -$3.32K -45 -23%
VCM
507
Versant Capital Management
Arizona
$10.7K -$2.44K -33 -19%
GI
508
Gradient Investments
Minnesota
$9.97K -$14.8K -200 -60%
SSB
509
Sandy Spring Bank
Maryland
$9.45K
WT
510
Whittier Trust
California
$9.23K -$295 -4 -3%
CYG
511
Clean Yield Group
Vermont
$8.49K
BF
512
BOK Financial
Oklahoma
$8.49K +$8.49K +115 New
WIM
513
Westside Investment Management
California
$8.42K -$3.69K -50 -30%
JWA
514
JFS Wealth Advisors
Pennsylvania
$8.42K +$148 +2 +2%
AF
515
Advisornet Financial
Minnesota
$8.34K +$369 +5 +5%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$8K
CSB
517
City State Bank
Iowa
$8K
FP
518
Financial Perspectives
Minnesota
$7.98K
PTC
519
Private Trust Company
Ohio
$7.9K
HCM
520
Hollencrest Capital Management
California
$7.75K
CWP
521
Concord Wealth Partners
Virginia
$7.61K -$65.9K -892 -90%
HIA
522
Harbor Investment Advisory
Maryland
$7.53K -$295 -4 -4%
SC
523
Stephens Consulting
Michigan
$7.46K
QCG
524
Quadrant Capital Group
Ohio
$7.38K -$17.8K -241 -71%
CTA
525
Colonial Trust Advisors
South Carolina
$7.38K