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644 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 226 increasing their positions, 190 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 190

7% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$782M)

2.56% more ownership

Funds ownership: 67.65%70.2% (+2.6%)

1% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 81

1% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.31B

1% less funds holding

Funds holding: 652644 (-8)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
644
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.22%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
82
Increased
226
Reduced
190
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
526
Bartlett & Co Wealth Management
Ohio
$7.69K
CYG
527
Clean Yield Group
Vermont
$7.45K
GBT
528
Grove Bank & Trust
Florida
$7.41K +$7.36K +106 New
SC
529
Stephens Consulting
Michigan
$7.06K
GFPC
530
Global Financial Private Client
Florida
$7.01K
BFEC
531
Benjamin F. Edwards & Company
Missouri
$7K
CSB
532
City State Bank
Iowa
$7K
CFG
533
CKW Financial Group
Hawaii
$7K
TWM
534
Tradition Wealth Management
Minnesota
$7K
CT
535
Clearstead Trust
Maine
$6.99K
CTA
536
Colonial Trust Advisors
South Carolina
$6.99K
IRAG
537
Investment Research & Advisory Group
Georgia
$6.99K
PWMG
538
Prestige Wealth Management Group
New Jersey
$6.99K
TFA
539
Toth Financial Advisory
Virginia
$6.99K
QCG
540
Quadrant Capital Group
Ohio
$6.92K -$4.17K -60 -38%
FFA
541
Farther Finance Advisors
California
$6.92K +$764 +11 +13%
PS
542
PayPay Securities
Japan
$6.78K +$6.04K +87 +870%
PA
543
PSI Advisors
Florida
$6.71K
SIC
544
Salem Investment Counselors
North Carolina
$6.43K -$6.94K -100 -52%
MWM
545
Mascoma Wealth Management
New Hampshire
$6.43K
JWM
546
Janiczek Wealth Management
Colorado
$6.29K
AA
547
Addison Advisors
Vermont
$5.95K
ZB
548
Zions Bancorporation
Utah
$5.95K +$555 +8 +10%
RFA
549
Register Financial Advisors
Georgia
$5.88K
EARNEST Partners
550
EARNEST Partners
Georgia
$5.59K