658 hedge funds and large institutions have $12B invested in Zoom in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 240 increasing their positions, 185 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+10
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
107
Increased
240
Reduced
185
Closed
91
Calls
$830M
Puts
$725M
Net Calls
+$104M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
551
Mascoma Wealth Management
New Hampshire
$6.42K
AWM
552
Avior Wealth Management
Nebraska
$6.35K +$697 +10 +12%
MIFH
553
Migdal Insurance & Financial Holdings
Israel
$6K -$39.9K -605 -87%
BIG
554
Brooklyn Investment Group
New York
$5.58K +$5.58K +80 New
RFG
555
REAP Financial Group
Texas
$5.51K -$488 -7 -8%
BCWM
556
Bartlett & Co Wealth Management
Ohio
$5.23K -$2.44K -35 -32%
WT
557
Whittier Trust
California
$5.23K +$1.74K +25 +50%
WWP
558
WR Wealth Planners
Missouri
$5.16K -$907 -13 -15%
Bessemer Group
559
Bessemer Group
New Jersey
$5K
HWM
560
Hemington Wealth Management
Virginia
$5K +$5K +71 New
DF
561
DecisionPoint Financial
Arizona
$4.74K
AWM
562
Activest Wealth Management
Florida
$4.6K
AWM
563
Abound Wealth Management
Tennessee
$4.53K
BGAI
564
Bruce G. Allen Investments
Colorado
$4.25K -$1.12K -16 -21%
MCM
565
Manchester Capital Management
Vermont
$4.19K
PGAM
566
Princeton Global Asset Management
New Jersey
$4.18K
BTC
567
Bank & Trust Company
Illinois
$4.05K -$907 -13 -18%
HGERS
568
Householder Group Estate & Retirement Specialist
Arizona
$4K
S
569
Sachetta
Massachusetts
$3.98K +$1.33K +19 +50%
CA
570
Continuum Advisory
Idaho
$3.8K +$826 +10 +28%
BIA
571
Bell Investment Advisors
California
$3.7K
OPTFSNA
572
Old Point Trust & Financial Services N A
Virginia
$3.49K -$3.49K -50 -50%
AIP
573
Ameritas Investment Partners
Nebraska
$3.49K
BL
574
BFSG LLC
California
$3.49K
QPBE
575
Quintet Private Bank (Europe)
Luxembourg
$3.49K +$488 +7 +16%