665 hedge funds and large institutions have $11.8B invested in Zoom in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 181 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
-24
Holders Change %
-3.48%
% of All Funds
9.64%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
82
Increased
267
Reduced
181
Closed
98
Calls
$644M
Puts
$978M
Net Calls
-$334M
Net Calls Change
+$81.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
551
PSI Advisors
Florida
$6.28K
AWM
552
Avior Wealth Management
Nebraska
$6.14K +$4.12K +63 +203%
MWM
553
Mascoma Wealth Management
New Hampshire
$6.01K
CFG
554
CKW Financial Group
Hawaii
$6K
VL
555
Vima LLC
Michigan
$5.98K -$3.18K -43 -35%
JWM
556
Janiczek Wealth Management
Colorado
$5.88K
TSWM
557
Tyler-Stone Wealth Management
Ohio
$5.75K
WWP
558
WR Wealth Planners
Missouri
$5.69K +$5.69K +87 New
BGAI
559
Bruce G. Allen Investments
Colorado
$5.62K +$4.64K +71 +473%
CA
560
Clearstead Advisors
Ohio
$5.62K +$631 +10 +13%
OWA
561
Opal Wealth Advisors
New York
$5.49K +$5.49K +84 New
LI
562
LRI Investments
Florida
$5.36K +$5.36K +82 New
MG
563
Mather Group
Illinois
$5.3K +$5.3K +74 New
SSB
564
Sandy Spring Bank
Maryland
$5.1K
Bessemer Group
565
Bessemer Group
New Jersey
$5K
HGERS
566
Householder Group Estate & Retirement Specialist
Arizona
$4.97K
VCM
567
Versant Capital Management
Arizona
$4.64K -$1.77K -27 -28%
BMC
568
Bear Mountain Capital
Washington
$4.37K
AWM
569
Activest Wealth Management
Florida
$4.31K
AWM
570
Abound Wealth Management
Tennessee
$4.29K +$65 +1 +2%
DF
571
DecisionPoint Financial
Arizona
$4.22K
SIC
572
Salem Investment Counselors
North Carolina
$4.05K
IGWM
573
ICA Group Wealth Management
Colorado
$3.92K
MCM
574
Manchester Capital Management
Vermont
$3.92K
BIA
575
Bell Investment Advisors
California
$3.92K +$458 +7 +13%