648 hedge funds and large institutions have $11.5B invested in Zoom in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
10.22%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
233
Reduced
181
Closed
81
Calls
$1.09B
Puts
$1.23B
Net Calls
-$137M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
551
DecisionPoint Financial
Arizona
$4.62K
AWM
552
Abound Wealth Management
Tennessee
$4.41K
WAM
553
WFA Asset Management
Wisconsin
$4.07K
CFB
554
Cullen/Frost Bankers
Texas
$4.07K
PGAM
555
Princeton Global Asset Management
New Jersey
$4.07K
IGWM
556
ICA Group Wealth Management
Colorado
$4.07K
FCA
557
FinTrust Capital Advisors
South Carolina
$4.07K
CT
558
Cambridge Trust
Massachusetts
$4.01K
GEA
559
Glen Eagle Advisors
New Jersey
$3.73K +$679 +10 +22%
FSWA
560
Financial Synergies Wealth Advisors
Texas
$3.6K
BWM
561
BerganKDV Wealth Management
Minnesota
$3.39K -$272 -4 -7%
ECM
562
Estabrook Capital Management
New York
$3.39K
HWA
563
HHM Wealth Advisors
Tennessee
$3.39K
IRC
564
Investors Research Corp
Georgia
$3.39K
FCAG
565
First Capital Advisors Group
New Jersey
$3.39K +$3.39K +50 New
NCM
566
Northwest Capital Management
Oregon
$3.39K +$3.39K +50 New
QPBE
567
Quintet Private Bank (Europe)
Luxembourg
$3.38K -$69 -1 -2%
CFD
568
Creative Financial Designs
Indiana
$3.26K
BIA
569
Bell Investment Advisors
California
$3.19K -$407 -6 -11%
ODG
570
O'Dell Group
Ohio
$3.19K +$3.19K +47 New
NIC
571
Northwest Investment Counselors
Oregon
$3.06K
AAG
572
Armstrong Advisory Group
Massachusetts
$2.99K +$2.31K +34 +340%
AIM
573
Anchor Investment Management
South Carolina
$2.78K -$31.2K -460 -92%
KFI
574
Key Financial Inc
Pennsylvania
$2.72K
Fifth Third Bancorp
575
Fifth Third Bancorp
Ohio
$2.65K -$1.02K -15 -28%