638 hedge funds and large institutions have $12.3B invested in Zoom in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-10
Holders Change %
-1.54%
% of All Funds
10.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
80
Increased
225
Reduced
187
Closed
81
Calls
$1.32B
Puts
$1.31B
Net Calls
+$13.4M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
551
Abound Wealth Management
Tennessee
$4.55K
BBHC
552
Brown Brothers Harriman & Co
New York
$4.34K +$4.27K +61 +6,100%
MCM
553
Manchester Capital Management
Vermont
$4.2K -$13.6K -195 -76%
WAM
554
WFA Asset Management
Wisconsin
$4.2K
BIA
555
Bell Investment Advisors
California
$4.2K +$909 +13 +28%
CFB
556
Cullen/Frost Bankers
Texas
$4.2K
PGAM
557
Princeton Global Asset Management
New Jersey
$4.2K
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$4.2K +$3.36K +48 +400%
CT
559
Cambridge Trust
Massachusetts
$4.13K
GEA
560
Glen Eagle Advisors
New Jersey
$3.85K
FSWA
561
Financial Synergies Wealth Advisors
Texas
$3.71K
HWA
562
HHM Wealth Advisors
Tennessee
$3.5K
ECM
563
Estabrook Capital Management
New York
$3.5K
IRC
564
Investors Research Corp
Georgia
$3.5K
QPBE
565
Quintet Private Bank (Europe)
Luxembourg
$3.5K +$70 +1 +2%
HIA
566
Harbor Investment Advisory
Maryland
$3.36K -$3.78K -54 -53%
CFD
567
Creative Financial Designs
Indiana
$3.36K
NIC
568
Northwest Investment Counselors
Oregon
$3.15K
GIA
569
GHP Investment Advisors
Colorado
$3.14K -$3.14K -50 -50%
NS
570
NBC Securities
Alabama
$3K +$3K +50 New
AIM
571
Anchor Investment Management
South Carolina
$2.87K
CWP
572
Concord Wealth Partners
Virginia
$2.8K -$5.46K -78 -66%
KFI
573
Key Financial Inc
Pennsylvania
$2.8K
OCM
574
Orion Capital Management
California
$2.73K +$2.73K +39 New
GJIA
575
Glass Jacobson Investment Advisors
Maryland
$2.59K