648 hedge funds and large institutions have $10.6B invested in Zoom in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 223 increasing their positions, 217 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-17
Holders Change %
-2.56%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
94
Increased
223
Reduced
217
Closed
100
Calls
$604M
Puts
$593M
Net Calls
+$10.3M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
551
Glen Eagle Advisors
New Jersey
$3.26K
RFG
552
RFP Financial Group
Georgia
$3.2K +$592 +10 +23%
BIA
553
Bell Investment Advisors
California
$3.14K -$414 -7 -12%
SIC
554
Salem Investment Counselors
North Carolina
$3.08K -$592 -10 -16%
HIA
555
Harbor Investment Advisory
Maryland
$3.08K +$237 +4 +8%
HGERS
556
Householder Group Estate & Retirement Specialist
Arizona
$3K -$738 -15 -20%
Bessemer Group
557
Bessemer Group
New Jersey
$3K
QPBE
558
Quintet Private Bank (Europe)
Luxembourg
$2.96K -$69 -1 -2%
AIP
559
Ameritas Investment Partners
Nebraska
$2.96K
BL
560
BFSG LLC
California
$2.96K
CSC
561
Caldwell Sutter Capital
California
$2.96K +$2.96K +50 New
WT
562
Whittier Trust
California
$2.96K -$4.44K -75 -60%
CFD
563
Creative Financial Designs
Indiana
$2.84K
ME
564
McIlrath & Eck
Washington
$2.66K -$592 -10 -18%
FFA
565
Fairfield Financial Advisors
Massachusetts
$2.66K +$2.66K +45 New
SSB
566
Sandy Spring Bank
Maryland
$2.49K -$2.13K -36 -46%
FCA
567
FinTrust Capital Advisors
South Carolina
$2.43K +$651 +11 +37%
TFM
568
TFC Financial Management
Massachusetts
$2.37K -$8.94K -151 -79%
CWP
569
Concord Wealth Partners
Virginia
$2.37K
KFI
570
Key Financial Inc
Pennsylvania
$2.37K
S
571
Sachetta
Massachusetts
$2.32K
WIA
572
Wetzel Investment Advisors
Indiana
$2.29K
CA
573
Continuum Advisory
Idaho
$2.13K -$19.5K -330 -90%
TCM
574
Tradewinds Capital Management
Washington
$2.07K
EC
575
EdgeRock Capital
Colorado
$2.07K +$2.07K +35 New