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814 hedge funds and large institutions have $15.7B invested in Zoom in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

65% more call options, than puts

Call options by funds: $934M | Put options by funds: $566M

6% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 121

1% less funds holding

Funds holding: 822814 (-8)

7% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 290

2.92% less ownership

Funds ownership: 76.56%73.64% (-2.9%)

10% less capital invested

Capital invested by funds: $17.5B → $15.7B (-$1.8B)

Holders
814
Holders Change
-8
Holders Change %
-0.97%
% of All Funds
10.03%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.11%
New
128
Increased
270
Reduced
290
Closed
121
Calls
$934M
Puts
$566M
Net Calls
+$368M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
526
Jackson Thornton Wealth Management
Alabama
$330K -$513K -6,125 -60%
HCA
527
Harbour Capital Advisors
Virginia
$329K +$300K +3,580 New
ACA
528
Aptus Capital Advisors
Alabama
$329K -$51.4K -614 -13%
TG
529
TCW Group
California
$319K +$16.1K +192 +5%
SGI
530
Summit Global Investments
Utah
$312K -$1.18M -14,058 -78%
PA
531
Pinnacle Associates
New York
$309K -$233K -2,776 -42%
PWMAG
532
Pinnacle Wealth Management Advisory Group
New Jersey
$306K -$233K -2,776 -42%
MCM
533
Marathon Capital Management
Maryland
$306K +$319K +3,803 New
AWM
534
Avondale Wealth Management
Texas
$305K +$318K +3,800 New
NWM
535
Northwest Wealth Management
Iowa
$298K -$106K -1,271 -26%
CAG
536
Crestwood Advisors Group
Massachusetts
$297K +$68.7K +820 +28%
SC
537
Scotia Capital
Ontario, Canada
$296K +$309K +3,687 New
SAI
538
Savvy Advisors Inc
New York
$294K -$204K -2,438 -40%
CCA
539
Childress Capital Advisors
Texas
$290K +$40.5K +484 +16%
CWM
540
Concentrum Wealth Management
California
$289K -$88.8K -1,060 -23%
WPC
541
Wedmont Private Capital
Pennsylvania
$288K -$1.93K -23 -0.7%
NPT
542
National Philanthropic Trust
Pennsylvania
$285K
AP
543
Americana Partners
Texas
$284K +$12.7K +152 +4%
AI
544
Atria Investments
North Carolina
$282K +$48.9K +584 +20%
KCM
545
Kathmere Capital Management
Pennsylvania
$271K +$282K +3,365 New
MGP
546
Metis Global Partners
California
$269K -$14.6K -174 -5%
GW
547
Graetz Wealth
Michigan
$268K +$35.8K +427 +15%
LTAS
548
Linden Thomas Advisory Services
North Carolina
$268K +$279K +3,331 New
MFG
549
Menard Financial Group
Texas
$267K
PP
550
Prudential plc
United Kingdom
$264K +$20.2K +241 +8%