638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
526
Benjamin F. Edwards & Company
Missouri
$7K
CFG
527
CKW Financial Group
Hawaii
$7K
CSB
528
City State Bank
Iowa
$7K
CTA
529
Colonial Trust Advisors
South Carolina
$6.99K
TFA
530
Toth Financial Advisory
Virginia
$6.99K
CT
531
Clearstead Trust
Maine
$6.99K
PWMG
532
Prestige Wealth Management Group
New Jersey
$6.99K
IRAG
533
Investment Research & Advisory Group
Georgia
$6.99K
QCG
534
Quadrant Capital Group
Ohio
$6.93K -$4.2K -60 -38%
FFA
535
Farther Finance Advisors
California
$6.92K +$769 +11 +13%
PS
536
PayPay Securities
Japan
$6.78K +$6.09K +87 +870%
PA
537
PSI Advisors
Florida
$6.71K
SIC
538
Salem Investment Counselors
North Carolina
$6.44K -$7K -100 -52%
MWM
539
Mascoma Wealth Management
New Hampshire
$6.43K
JWM
540
Janiczek Wealth Management
Colorado
$6.3K
AA
541
Addison Advisors
Vermont
$5.95K
ZB
542
Zions Bancorporation
Utah
$5.95K +$560 +8 +10%
RFA
543
Register Financial Advisors
Georgia
$5.88K
EARNEST Partners
544
EARNEST Partners
Georgia
$5.6K
SSB
545
Sandy Spring Bank
Maryland
$5.46K
VCM
546
Versant Capital Management
Arizona
$5.39K +$3.85K +55 +250%
HGERS
547
Householder Group Estate & Retirement Specialist
Arizona
$5.32K +$5.32K +76 New
WT
548
Washington Trust
Rhode Island
$5.32K
CAC
549
Core Alternative Capital
Georgia
$5.25K
DF
550
DecisionPoint Financial
Arizona
$4.76K