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814 hedge funds and large institutions have $15.7B invested in Zoom in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 270 increasing their positions, 290 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 290

2.92% less ownership

Funds ownership: 76.56%73.64% (-2.9%)

10% less capital invested

Capital invested by funds: $17.5B → $15.7B (-$1.8B)

Holders
814
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$934M
Puts
$566M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
526
Jackson Thornton Wealth Management
Alabama
$330K
HCA
527
Harbour Capital Advisors
Virginia
$329K
ACA
528
Aptus Capital Advisors
Alabama
$329K
TG
529
TCW Group
California
$319K
SGI
530
Summit Global Investments
Utah
$312K
PA
531
Pinnacle Associates
New York
$309K
PWMAG
532
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
MCM
533
Marathon Capital Management
Maryland
$306K
AWM
534
Avondale Wealth Management
Texas
$305K
NWM
535
Northwest Wealth Management
Iowa
$298K
CAG
536
Crestwood Advisors Group
Massachusetts
$297K
SC
537
Scotia Capital
Ontario, Canada
$296K
SAI
538
Savvy Advisors Inc
New York
$294K
CCA
539
Childress Capital Advisors
Texas
$290K
CWM
540
Concentrum Wealth Management
California
$289K
WPC
541
Wedmont Private Capital
Pennsylvania
$288K
NPT
542
National Philanthropic Trust
Pennsylvania
$285K
AP
543
Americana Partners
Texas
$284K
AI
544
Atria Investments
North Carolina
$282K
KCM
545
Kathmere Capital Management
Pennsylvania
$271K
MGP
546
Metis Global Partners
California
$269K
GW
547
Graetz Wealth
Michigan
$268K
LTAS
548
Linden Thomas Advisory Services
North Carolina
$268K
MFG
549
Menard Financial Group
Texas
$267K
PP
550
Prudential plc
United Kingdom
$264K