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651 hedge funds and large institutions have $10.9B invested in Zoom in 2022 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 179 increasing their positions, 249 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.16B

2.14% more ownership

Funds ownership: 63.79%65.93% (+2.1%)

5% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 85

2% less funds holding

Funds holding: 662651 (-11)

8% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$889M)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

28% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 249

Holders
651
Holders Change
-11
Holders Change %
-1.66%
% of All Funds
10.46%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
89
Increased
179
Reduced
249
Closed
85
Calls
$1.34B
Puts
$1.16B
Net Calls
+$179M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
551
Financial Synergies Wealth Advisors
Texas
$3.59K
BIA
552
Bell Investment Advisors
California
$3.59K +$911 +12 +29%
HWA
553
HHM Wealth Advisors
Tennessee
$3.39K -$6.3K -83 -62%
IRC
554
Investors Research Corp
Georgia
$3.39K
NIC
555
Northwest Investment Counselors
Oregon
$3.05K
OCM
556
Osterweis Capital Management
California
$3.05K
MWC
557
MBM Wealth Consultants
Missouri
$3K
KFI
558
Key Financial Inc
Pennsylvania
$2.94K
WPA
559
West Paces Advisors
Georgia
$2.85K
HS
560
Horan Securities
United States
$2.73K +$1.22K +16 +67%
TFM
561
TFC Financial Management
Massachusetts
$2.71K
OCM
562
Orion Capital Management
California
$2.64K -$6.08K -80 -67%
DFC
563
DB Fitzpatrick & Co
Idaho
$2.64K
KFS
564
Kelly Financial Services
Massachusetts
$2.64K
CAC
565
Core Alternative Capital
Georgia
$2.57K -$1.52K -20 -34%
WWP
566
WR Wealth Planners
Missouri
$2.57K -$228 -3 -7%
CSPIA
567
Cary Street Partners Investment Advisory
Virginia
$2.51K +$2.81K +37 New
GJIA
568
Glass Jacobson Investment Advisors
Maryland
$2.51K +$2.81K +37 New
ACM
569
Antonetti Capital Management
Florida
$2.37K
TCM
570
Tradewinds Capital Management
Washington
$2.37K
CMBA
571
C.M. Bidwell & Associates
Hawaii
$2.17K +$1.82K +24 +300%
CHC
572
City Holding Co
West Virginia
$2.03K
EBA
573
Eagle Bay Advisors
New York
$2.03K
AIC
574
Archer Investment Corporation
Indiana
$2.03K +$2.28K +30 New
EWM
575
Endurance Wealth Management
Rhode Island
$2K -$3.8K -50 -67%