638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
SMFG
501
Sumitomo Mitsui Financial Group
Japan
$10.8K -$1.19M -17,410 -99%
CCA
502
Column Capital Advisors
Indiana
$10.6K
HL
503
HeadInvest LLC
Maine
$10.5K +$10.5K +150 New
SWM
504
Sanctuary Wealth Management
Idaho
$10.5K
MAWCM
505
Mine & Arao Wealth Creation & Management
California
$10.5K
WWP
506
WR Wealth Planners
Missouri
$10.5K
TSWM
507
Tyler-Stone Wealth Management
Ohio
$10K +$2.17K +30 +28%
BWM
508
Baystate Wealth Management
Massachusetts
$9.09K
BTI
509
Blue Trust Inc
Georgia
$9K -$8.31K -121 -48%
QC
510
Quent Capital
New York
$8.78K -$2.44K -35 -22%
WT
511
Whittier Trust
California
$8.74K
PTC
512
Private Trust Company
Ohio
$8.46K
JWA
513
JFS Wealth Advisors
Pennsylvania
$8.25K +$140 +2 +2%
AF
514
Advisornet Financial
Minnesota
$8.18K +$560 +8 +7%
BAAM
515
Baker Avenue Asset Management
California
$8.18K +$6.09K +87 +290%
GWSG
516
GPS Wealth Strategies Group
Colorado
$8.11K +$1.12K +16 +16%
FFA
517
Fairfield Financial Advisors
Massachusetts
$8.04K
BC
518
Bartlett & Co
Ohio
$8K
WIM
519
Westside Investment Management
California
$7.97K
BCWM
520
Bartlett & Co Wealth Management
Ohio
$7.69K
CYG
521
Clean Yield Group
Vermont
$7.45K
GBT
522
Grove Bank & Trust
Florida
$7.41K +$7.41K +106 New
SC
523
Stephens Consulting
Michigan
$7.06K
GFPC
524
Global Financial Private Client
Florida
$7.01K
TWM
525
Tradition Wealth Management
Minnesota
$7K