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644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
501
TFC Financial Management
Massachusetts
$13.6K
CCA
502
Catalyst Capital Advisors
New York
$13K +$3.54K +51 +38%
HWP
503
Highline Wealth Partners
California
$12.2K
PFBT
504
Parkside Financial Bank & Trust
Missouri
$11.2K +$2.22K +32 +25%
CA
505
Clearstead Advisors
Ohio
$11.1K +$5.48K +79 +100%
TIM
506
Tortoise Investment Management
New York
$11.1K
SMFG
507
Sumitomo Mitsui Financial Group
Japan
$10.8K -$1.21M -17,410 -99%
CCA
508
Column Capital Advisors
Indiana
$10.6K
HL
509
HeadInvest LLC
Maine
$10.5K +$10.4K +150 New
MAWCM
510
Mine & Arao Wealth Creation & Management
California
$10.5K
SWM
511
Sanctuary Wealth Management
Idaho
$10.5K
WWP
512
WR Wealth Planners
Missouri
$10.5K
TSWM
513
Tyler-Stone Wealth Management
Ohio
$10K +$2.08K +30 +28%
BWM
514
Baystate Wealth Management
Massachusetts
$9.09K
BTI
515
Blue Trust Inc
Georgia
$9K -$8.4K -121 -48%
QC
516
Quent Capital
New York
$8.78K -$2.43K -35 -22%
WT
517
Whittier Trust
California
$8.74K
PTC
518
Private Trust Company
Ohio
$8.46K
JWA
519
JFS Wealth Advisors
Pennsylvania
$8.25K +$139 +2 +2%
AF
520
Advisornet Financial
Minnesota
$8.18K +$555 +8 +7%
BAAM
521
Baker Avenue Asset Management
California
$8.18K +$6.04K +87 +290%
GWSG
522
GPS Wealth Strategies Group
Colorado
$8.11K +$1.11K +16 +16%
FFA
523
Fairfield Financial Advisors
Massachusetts
$8.04K
BC
524
Bartlett & Co
Ohio
$8K
WIM
525
Westside Investment Management
California
$7.97K