648 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 217 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-17
Holders Change %
-2.56%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
223
Reduced
217
Closed
100
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
526
Sanctuary Wealth Management
Idaho
$5.92K
PWMG
527
Prestige Wealth Management Group
New Jersey
$5.92K
IRAG
528
Investment Research & Advisory Group
Georgia
$5.92K
SWC
529
Spectrum Wealth Counsel
Indiana
$5.92K
OPTFSNA
530
Old Point Trust & Financial Services N A
Virginia
$5.92K
PA
531
PSI Advisors
Florida
$5.68K
MHR
532
Matthew Hamilton Rosenberg
$5.51K -$3.61K -61 -40%
OWA
533
Opal Wealth Advisors
New York
$5.45K +$474 +8 +10%
MWM
534
Mascoma Wealth Management
New Hampshire
$5.45K
TSWM
535
Tyler-Stone Wealth Management
Ohio
$5.21K
WWP
536
WR Wealth Planners
Missouri
$5.15K
RFG
537
REAP Financial Group
Texas
$5.09K -$10.1K -171 -67%
LI
538
LRI Investments
Florida
$4.85K
AWM
539
Avior Wealth Management
Nebraska
$4.79K -$769 -13 -14%
CC
540
Cypress Capital
Tennessee
$4.74K +$4.74K +80 New
BGAI
541
Bruce G. Allen Investments
Colorado
$4.56K -$533 -9 -10%
FHA
542
First Horizon Advisors
Tennessee
$4.5K -$50.7K -856 -92%
BTC
543
Bank & Trust Company
Illinois
$4.2K +$4.2K +71 New
DF
544
DecisionPoint Financial
Arizona
$4.11K
SAM
545
Smartleaf Asset Management
Massachusetts
$3.92K +$3.1K +53 +379%
AWM
546
Activest Wealth Management
Florida
$3.91K
AWM
547
Abound Wealth Management
Tennessee
$3.85K -$59 -1 -2%
MCM
548
Manchester Capital Management
Vermont
$3.55K
PGAM
549
Princeton Global Asset Management
New Jersey
$3.55K
WAM
550
WFA Asset Management
Wisconsin
$3.37K +$3.37K +57 New