648 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 217 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-17
Holders Change %
-2.56%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
223
Reduced
217
Closed
100
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
501
Chris Bulman
California
$11.8K +$11.8K +200 New
SC
502
Swan Capital
Florida
$11.8K +$11.8K +200 New
GXJ
503
Global X Japan
Japan
$11.6K -$17.2K -291 -60%
PTC
504
Private Trust Company
Ohio
$11.4K +$5.09K +86 +80%
HNB
505
Hilltop National Bank
Wyoming
$11.2K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$10.8K +$2.55K +43 +31%
HWP
507
Highline Wealth Partners
California
$10.4K
RA
508
Rise Advisors
New York
$10.3K -$651 -11 -6%
JWA
509
JFS Wealth Advisors
Pennsylvania
$9.65K +$3.55K +60 +58%
A
510
Allianz
Germany
$9.35K +$474 +8 +5%
BEI
511
Benjamin Edwards Inc
Missouri
$9K -$3.4K -60 -27%
BHWM
512
Beaird Harris Wealth Management
Texas
$8.94K +$8.94K +151 New
VF
513
VitalStone Financial
Texas
$8.05K +$7.99K +135 +13,500%
MSG
514
Main Street Group
Virginia
$7.4K
NMM
515
Naples Money Management
Florida
$7.4K
SS
516
Sunbelt Securities
Texas
$7.28K
SR
517
Syntax Research
Florida
$7.04K
CYG
518
Clean Yield Group
Vermont
$6.81K
BCWM
519
Bartlett & Co Wealth Management
Ohio
$6.51K
CSB
520
City State Bank
Iowa
$6.22K
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$6.04K +$3.02K +51 +100%
CFG
522
CKW Financial Group
Hawaii
$6K
SC
523
Stephens Consulting
Michigan
$5.98K
WIM
524
Westside Investment Management
California
$5.92K -$829 -14 -12%
GFPC
525
Global Financial Private Client
Florida
$5.92K