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666 hedge funds and large institutions have $12.5B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 192

17% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.8B)

16% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 91

14% more call options, than puts

Call options by funds: $830M | Put options by funds: $725M

2% more funds holding

Funds holding: 656666 (+10)

0.01% less ownership

Funds ownership: 68.27%68.26% (-0.01%)

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
666
Holders Change
+10
Holders Change %
+1.52%
% of All Funds
9.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
106
Increased
242
Reduced
192
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Private Trust Company
Ohio
$14.2K +$625 +10 +5%
ORAM
527
One River Asset Management
Connecticut
$14.1K -$35.4K -566 -74%
GWSG
528
GPS Wealth Strategies Group
Colorado
$14K
SC
529
Swan Capital
Florida
$13.9K
OWP
530
ORG Wealth Partners
Texas
$13.8K +$12.4K +198 New
HNB
531
Hilltop National Bank
Wyoming
$13.3K
JWA
532
JFS Wealth Advisors
Pennsylvania
$13K +$1.44K +23 +14%
HWP
533
Highline Wealth Partners
California
$12.5K +$250 +4 +2%
PWMG
534
Private Wealth Management Group
New Jersey
$11.8K +$10.6K +169 New
FHA
535
First Horizon Advisors
Tennessee
$11.6K +$5.69K +91 +120%
RS
536
Rakuten Securities
Japan
$11.4K -$42K -672 -80%
GXJ
537
Global X Japan
Japan
$10.4K -$2.94K -47 -24%
RA
538
Rise Advisors
New York
$10.4K -$1.56K -25 -14%
WIM
539
Westside Investment Management
California
$9.41K +$2.19K +35 +35%
SS
540
Sunbelt Securities
Texas
$9.21K +$563 +9 +7%
GAM
541
Groupama Asset Management
France
$8.9K +$9.94K +159 New
NMM
542
Naples Money Management
Florida
$8.72K
CYG
543
Clean Yield Group
Vermont
$8.02K
CSB
544
City State Bank
Iowa
$7.32K
IAIM
545
International Assets Investment Management
Florida
$7.17K +$30.8M +492,520 +6,615%
SC
546
Stephens Consulting
Michigan
$7.04K
CFG
547
CKW Financial Group
Hawaii
$7K
TFA
548
Toth Financial Advisory
Virginia
$6.97K -$6.25K -100 -50%
MSG
549
Main Street Group
Virginia
$6.97K -$1.56K -25 -20%
IRAG
550
Investment Research & Advisory Group
Georgia
$6.97K