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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
526
TrustCore Financial Services
Tennessee
$6.57K
PA
527
PSI Advisors
Florida
$6.5K -$4.18K -55 -36%
MWM
528
Mascoma Wealth Management
New Hampshire
$6.23K
PP
529
PrairieView Partners
Minnesota
$6K -$15.2K -200 -66%
FCG
530
Financial Connections Group
California
$6K +$7.37K +97 New
AWM
531
Activest Wealth Management
Florida
$5.83K
AA
532
Addison Advisors
Vermont
$5.76K
CA
533
Crewe Advisors
Utah
$5.42K -$5.85K -77 -49%
EARNEST Partners
534
EARNEST Partners
Georgia
$5.42K
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$5.22K -$44.7K -589 -88%
WT
536
Washington Trust
Rhode Island
$5.15K
BCWM
537
Bartlett & Co Wealth Management
Ohio
$5.08K
BC
538
Bartlett & Co
Ohio
$5K
TWM
539
Tradition Wealth Management
Minnesota
$5K
DF
540
DecisionPoint Financial
Arizona
$4.61K +$5.17K +68 New
BWM
541
BerganKDV Wealth Management
Minnesota
$4.54K -$6.53K -86 -56%
BHWM
542
Beaird Harris Wealth Management
Texas
$4.54K +$5.09K +67 New
AWM
543
Abound Wealth Management
Tennessee
$4.4K
WAM
544
WFA Asset Management
Wisconsin
$4.07K
FCA
545
FinTrust Capital Advisors
South Carolina
$4.06K
MCM
546
Manchester Capital Management
Vermont
$4.06K
Parallax Volatility Advisers
547
Parallax Volatility Advisers
California
$4.06K
PGAM
548
Princeton Global Asset Management
New Jersey
$4K
GEA
549
Glen Eagle Advisors
New Jersey
$3.93K
CFO
550
CVA Family Office
Colorado
$3.86K +$3.95K +52 +1,040%