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711 hedge funds and large institutions have $13.6B invested in Zoom in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 280 increasing their positions, 207 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 207

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 715711 (-4)

5% less call options, than puts

Call options by funds: $704M | Put options by funds: $741M

1.38% less ownership

Funds ownership: 71.66%70.28% (-1.4%)

11% less capital invested

Capital invested by funds: $15.3B → $13.6B (-$1.72B)

Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
9.53%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
96
Increased
280
Reduced
207
Closed
93
Calls
$704M
Puts
$741M
Net Calls
-$37.3M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
501
Lindbrook Capital
California
$109K +$86.4K +1,084 +276%
SWM
502
Spire Wealth Management
Virginia
$103K +$101K +1,268 +991%
AA
503
Ancora Advisors
Ohio
$102K +$1.83K +23 +2%
TWD
504
True Wealth Design
Ohio
$101K +$5.18K +65 +5%
PCM
505
Penserra Capital Management
California
$93K -$789K -9,901 -89%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$84.5K +$41.2K +517 +69%
EWA
507
EverSource Wealth Advisors
Alabama
$79.1K -$66.6K -836 -44%
BTI
508
Blue Trust Inc
Georgia
$78.1K +$13.9K +175 +20%
SPIA
509
Steward Partners Investment Advisory
New York
$72.4K -$15.9K -199 -17%
HWM
510
HighMark Wealth Management
Minnesota
$71.7K
GWSA
511
Global Wealth Strategies & Associates
Colorado
$70.1K -$203K -2,550 -73%
CCG
512
Ceeto Capital Group
Florida
$70K -$39.8K -500 -34%
MS
513
Mizuho Securities
Japan
$68.6K +$74.1K +930 New
GM
514
GeoWealth Management
Illinois
$67.7K -$736K -9,236 -91%
EDRH
515
Edmond de Rothschild Holding
Switzerland
$67.1K
A
516
AlphaQuest
New York
$66.8K -$381K -4,786 -84%
PS
517
Principal Securities
Iowa
$63.9K
GI
518
GAMMA Investing
California
$63.8K +$7.57K +95 +12%
CA
519
CoreCap Advisors
Michigan
$61K +$5.5K +69 +9%
SW
520
SVB Wealth
Massachusetts
$58.9K +$63.7K +799 New
CCM
521
Coldstream Capital Management
Washington
$55.6K +$60.1K +754 New
FRA
522
Front Row Advisors
California
$55.4K
SBFM
523
S-Bank Fund Management
Finland
$54.7K +$59.1K +742 New
AF
524
Allworth Financial
California
$53.9K +$2.47K +31 +5%
RS
525
Rakuten Securities
Japan
$52.9K -$11.3K -142 -17%