689 hedge funds and large institutions have $13.2B invested in Zoom in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 197 increasing their positions, 237 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+51
Holders Change %
+7.99%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
130
Increased
197
Reduced
237
Closed
73
Calls
$1.06B
Puts
$1.48B
Net Calls
-$415M
Net Calls Change
-$428M
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
526
Brown, Lisle/Cummings
Rhode Island
$16.2K
RA
527
Rise Advisors
New York
$15.2K -$719 -10 -5%
SIS
528
Sound Income Strategies
Florida
$15.2K -$2.16K -30 -12%
MSFP
529
Mark Sheptoff Financial Planning
Connecticut
$15.1K -$21.6K -300 -59%
SN
530
Sittner & Nelson
Oregon
$15.1K
HCP
531
Hexagon Capital Partners
Arkansas
$14.4K
TFM
532
TFC Financial Management
Massachusetts
$13.7K -$360 -5 -3%
HWP
533
Highline Wealth Partners
California
$12.6K
RIM
534
Rakuten Investment Management
Japan
$12.5K +$12.5K +171 New
MHR
535
Matthew Hamilton Rosenberg
$11.1K -$6.9K -96 -38%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$10.1K -$1.44K -20 -13%
RCM
537
Raleigh Capital Management
North Carolina
$9.38K +$9.3K +129 +12,900%
AF
538
Advisornet Financial
Minnesota
$9.35K +$935 +13 +11%
NMM
539
Naples Money Management
Florida
$8.99K +$8.99K +125 New
BL
540
BFSG LLC
California
$8.99K +$8.99K +125 New
MSG
541
Main Street Group
Virginia
$8.99K +$8.99K +125 New
VL
542
Vima LLC
Michigan
$8.92K +$8.92K +124 New
AIP
543
Ameritas Investment Partners
Nebraska
$8.27K -$506K -7,041 -98%
CYG
544
Clean Yield Group
Vermont
$8.27K
WIM
545
Westside Investment Management
California
$8.2K
BCWM
546
Bartlett & Co Wealth Management
Ohio
$8.04K
CSB
547
City State Bank
Iowa
$8K
BC
548
Bartlett & Co
Ohio
$8K
PTC
549
Private Trust Company
Ohio
$7.69K -$1.01K -14 -12%
JWA
550
JFS Wealth Advisors
Pennsylvania
$7.41K -$1.08K -15 -13%