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822 hedge funds and large institutions have $17.5B invested in Zoom in 2025 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 64

41% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 227

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more call options, than puts

Call options by funds: $969M | Put options by funds: $820M

11% more capital invested

Capital invested by funds: $15.8B → $17.5B (+$1.71B)

9% more funds holding

Funds holding: 751822 (+71)

4.62% more ownership

Funds ownership: 71.94%76.56% (+4.6%)

Holders
822
Holders Change
+71
Holders Change %
+9.45%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
148
Increased
319
Reduced
227
Closed
64
Calls
$969M
Puts
$820M
Net Calls
+$149M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
526
Fi3 Financial Advisors
Indiana
$324K +$316K +3,759 New
A
527
AlphaQuest
New York
$321K +$296K +3,516 +1,724%
AWM
528
Ariadne Wealth Management
California
$321K -$63.1K -750 -18%
Nisa Investment Advisors
529
Nisa Investment Advisors
Missouri
$317K +$166K +1,969 +115%
Envestnet Portfolio Solutions
530
Envestnet Portfolio Solutions
Illinois
$312K +$37.5K +446 +14%
CIM
531
Cambria Investment Management
California
$311K -$13.9K -165 -4%
UCFA
532
United Capital Financial Advisors
Texas
$310K +$303K +3,594 New
CCIA
533
Campbell & Co Investment Adviser
Maryland
$310K -$4.5M -53,440 -94%
NPT
534
National Philanthropic Trust
Pennsylvania
$306K
MGP
535
Metis Global Partners
California
$304K -$20.4K -242 -6%
FAM
536
Fred Alger Management
New York
$304K +$296K +3,522 New
SF
537
Symphony Financial
Texas
$304K +$296K +3,522 New
CWM
538
Calamos Wealth Management
Illinois
$304K -$24.3K -289 -8%
WPC
539
Wedmont Private Capital
Pennsylvania
$302K +$23.7K +282 +9%
MOS
540
MGO One Seven
Ohio
$301K +$31.6K +376 +12%
PA
541
Parallel Advisors
California
$296K +$58.4K +694 +25%
IRP
542
Investment Research Partners
Pennsylvania
$293K +$17.1K +203 +6%
AP
543
Americana Partners
Texas
$292K
BIM
544
Bridges Investment Management
Nebraska
$291K +$283K +3,367 New
MFG
545
Menard Financial Group
Texas
$287K
P
546
&Partners
Tennessee
$287K +$280K +3,322 New
RWM
547
Ritholtz Wealth Management
New York
$286K +$279K +3,309 New
TWD
548
True Wealth Design
Ohio
$285K +$86K +1,022 +45%
WFI
549
West Family Investments
California
$283K +$39.8K +473 +17%
FWP
550
Flatrock Wealth Partners
California
$281K +$274K +3,256 New