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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
W
501
WealthCollab
Washington
$26.4K +$9.06K +145 +62%
CWM
502
CarsonAllaria Wealth Management
Illinois
$24.8K -$3.94K -63 -15%
HNB
503
Huntington National Bank
Ohio
$24.3K -$18.7K -299 -46%
LC
504
Lindbrook Capital
California
$23.9K +$4.81K +77 +29%
HCP
505
Hexagon Capital Partners
Arkansas
$23.6K -$313 -5 -1%
TCOV
506
Trust Company of Vermont
Vermont
$21.8K
TWC
507
TD Waterhouse Canada
Ontario, Canada
$21.3K -$6.56K -105 -25%
HWA
508
Heritage Wealth Advisors
Virginia
$20.9K
TLCM
509
Twin Lakes Capital Management
California
$20.8K
JIP
510
Jaffetilchin Investment Partners
Florida
$20.6K +$18.5K +296 New
CTA
511
Colonial Trust Advisors
South Carolina
$20.2K
FAM
512
Fred Alger Management
New York
$19.7K
RCM
513
Raleigh Capital Management
North Carolina
$18.1K -$11.1K -177 -41%
BAM
514
Bellevue Asset Management
Washington
$18.1K
BLC
515
Brown, Lisle/Cummings
Rhode Island
$17.9K -$2.56K -41 -14%
OIA
516
Optimum Investment Advisors
Illinois
$17.4K
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$17K +$15.3K +244 New
FIA
518
FNY Investment Advisers
New York
$17K -$126K -2,014 -89%
TFIPS
519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K
CB
520
CNB Bank
Pennsylvania
$16.5K -$9.63K -154 -39%
GM
521
GeoWealth Management
Illinois
$16.4K +$14.7K +235 New
GFPC
522
Global Financial Private Client
Florida
$16K +$8.06K +129 +129%
HIIFS
523
Harel Insurance Investments & Financial Services
Israel
$15K -$3K -48 -19%
SIS
524
Sound Income Strategies
Florida
$14.7K
TPW
525
Talon Private Wealth
Florida
$14.6K +$13.1K +210 New